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 | $46,059 | $72,177-36.2% | $115,037-60.0% | $59,632-22.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.78% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,463 | $2,841-13.3% | $4,608-46.5% | $2,203+11.8% |
| Participant deferral / active EE | $3,011 | $4,783-37.0% | $6,026-50.0% | $3,192-5.7% |
| Admin fee / account holder | $345 | $4,927-93.0% | $8,175-95.8% | $4,297-92.0% |