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 | $28,773 | $87,013-66.9% | $106,213-72.9% | $80,856-64.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.92% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,299 | $2,395-45.8% | $3,171-59.1% | $2,755-52.9% |
| Participant deferral / active EE | $1,904 | $3,986-52.2% | $5,016-62.0% | $4,296-55.7% |
| Admin fee / account holder | $1,132 | $8,431-86.6% | $11,033-89.7% | $6,918-83.6% |