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 | $30,586 | $70,428-56.6% | $96,562-68.3% | $85,850-64.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.17% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,387 | $1,413-1.8% | $2,356-41.1% | $2,565-45.9% |
| Participant deferral / active EE | $2,411 | $2,894-16.7% | $3,849-37.4% | $3,952-39.0% |
| Admin fee / account holder | $2,193 | $4,997-56.1% | $6,181-64.5% | $6,260-65.0% |