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 | $38,077 | $57,828-34.2% | $117,039-67.5% | $70,131-45.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.85% | 17.55%-0.7pp | 18.95%-2.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,338 | $1,816+28.8% | $3,785-38.2% | $2,342-0.2% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,724 | $3,548+230.4% | $5,974+96.3% | $4,645+152.4% |