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 | $18,247 | $84,233-78.3% | $170,442-89.3% | $70,131-74.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.08% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $950 | $3,387-72.0% | $5,433-82.5% | $2,342-59.5% |
| Participant deferral / active EE | $4,262 | $3,086+38.1% | $4,939-13.7% | $3,332+27.9% |
| Admin fee / account holder | $7,552 | $5,698+32.5% | $13,880-45.6% | $4,645+62.6% |