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 | $57,128 | $65,041-12.2% | $90,951-37.2% | $79,858-28.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.34% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,213 | $1,247+77.4% | $2,122+4.3% | $2,471-10.4% |
| Participant deferral / active EE | $4,465 | $2,512+77.8% | $3,373+32.4% | $3,740+19.4% |
| Admin fee / account holder | $2,357 | $4,536-48.0% | $5,959-60.4% | $5,306-55.6% |