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 | $42,907 | $91,190-52.9% | $178,490-76.0% | $79,858-46.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.17% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,673 | $3,256-48.6% | $5,011-66.6% | $2,471-32.3% |
| Participant deferral / active EE | $2,333 | $3,236-27.9% | $5,202-55.1% | $3,740-37.6% |
| Admin fee / account holder | $4,436 | $6,751-34.3% | $13,984-68.3% | $5,306-16.4% |