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 | $47,394 | $77,813-39.1% | $123,544-61.6% | $64,186-26.2% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.3pp |
| Annual return | 0.20% | 12.48%-12.3pp | 119.20%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,381 | $3,014-21.0% | $4,628-48.6% | $2,3810% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,071 | $5,519-44.3% | $9,284-66.9% | $4,888-37.2% |