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 | $41,459 | $51,175-19.0% | $70,515-41.2% | $75,163-44.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.97% | 30.02%-13.1pp | 32.77%-15.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,196 | $1,826-34.5% | $2,973-59.8% | $2,670-55.2% |
| Participant deferral / active EE | $2,307 | $2,849-19.0% | $4,567-49.5% | $4,125-44.1% |
| Admin fee / account holder | $2,271 | $4,091-44.5% | $6,412-64.6% | $5,651-59.8% |