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 | $36,937 | $90,503-59.2% | $78,689-53.1% | $273,961-86.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,561 | $3,176-50.9% | $2,851-45.2% | $4,869-67.9% |
| Participant deferral / active EE | $2,146 | $3,901-45.0% | $3,517-39.0% | $5,287-59.4% |
| Admin fee / account holder | $44,717 | $5,263+749.6% | $4,510+891.4% | $10,132+341.3% |