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 | $37,958 | $91,190-58.4% | $178,490-78.7% | $79,858-52.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.30% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,852 | $3,256-43.1% | $5,011-63.0% | $2,471-25.0% |
| Participant deferral / active EE | $4,053 | $3,236+25.3% | $5,202-22.1% | $3,740+8.4% |
| Admin fee / account holder | $3,960 | $6,751-41.3% | $13,984-71.7% | $5,306-25.4% |