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 | $61,850 | $73,787-16.2% | $98,716-37.3% | $82,448-25.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.67% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $469 | $1,511-69.0% | $2,279-79.4% | $2,551-81.6% |
| Participant deferral / active EE | $2,411 | $3,081-21.7% | $4,048-40.4% | $4,139-41.7% |
| Admin fee / account holder | $2,127 | $6,500-67.3% | $8,703-75.6% | $7,234-70.6% |