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 | $48,446 | $56,897-14.9% | $84,750-42.8% | $62,891-23.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.55% | 6.30%-1.8pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,501 | $2,400-37.5% | $3,574-58.0% | $2,281-34.2% |
| Participant deferral / active EE | $2,774 | $2,709+2.4% | $3,712-25.3% | $3,203-13.4% |
| Admin fee / account holder | $19,882 | $3,581+455.2% | $5,332+272.9% | $4,296+362.9% |