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 | $32,887 | $46,553-29.4% | $64,056-48.7% | $75,163-56.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.53% | 26.03%-8.5pp | 33.69%-16.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,907 | $1,974-3.4% | $2,747-30.6% | $2,670-28.6% |
| Participant deferral / active EE | $6,427 | $2,837+126.6% | $3,880+65.7% | $4,125+55.8% |
| Admin fee / account holder | $2,002 | $2,952-32.2% | $3,068-34.7% | $5,651-64.6% |