See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,584 | $49,227-27.7% | $70,449-49.5% | $79,858-55.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.49% | 30.06%-22.6pp | 109.03%-101.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $638 | $2,099-69.6% | $2,737-76.7% | $2,471-74.2% |
| Participant deferral / active EE | $1,780 | $2,768-35.7% | $3,709-52.0% | $3,740-52.4% |
| Admin fee / account holder | $2,534 | $2,878-11.9% | $3,845-34.1% | $5,306-52.2% |