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 3-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 | $36,169 | $81,248-55.5% | $155,509-76.7% | $80,856-55.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,118 | $3,100-31.7% | $4,672-54.7% | $2,755-23.1% |
| Participant deferral / active EE | $4,375 | $3,452+26.7% | $5,626-22.2% | $4,296+1.8% |
| Admin fee / account holder | $7,985 | $7,997-0.2% | $15,912-49.8% | $6,918+15.4% |