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 | $36,649 | $77,899-53.0% | $149,673-75.5% | $75,163-51.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.14% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,153 | $3,137-31.4% | $4,818-55.3% | $2,670-19.3% |
| Participant deferral / active EE | $2,383 | $3,411-30.1% | $5,680-58.1% | $4,125-42.2% |
| Admin fee / account holder | $3,052 | $5,956-48.8% | $13,210-76.9% | $5,651-46.0% |