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 | $49,055 | $57,016-14.0% | $84,966-42.3% | $80,856-39.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.37% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,097 | $1,798+127.9% | $2,727+50.2% | $2,755+48.7% |
| Participant deferral / active EE | $5,081 | $3,110+63.4% | $4,519+12.4% | $4,296+18.3% |
| Admin fee / account holder | $28,245 | $4,980+467.1% | $6,149+359.4% | $6,918+308.3% |