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 | $33,840 | $58,512-42.2% | $84,015-59.7% | $72,985-53.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 32.29% | 28.93%+3.4pp | 71.31%-39.0pp | 81.00%-48.7pp |
| Employer contribution / active EE | $2,145 | $1,163+84.5% | $1,983+8.2% | $2,440-12.1% |
| Participant deferral / active EE | $3,308 | $2,394+38.2% | $3,239+2.2% | $3,607-8.3% |
| Admin fee / account holder | $1,114 | $4,569-75.6% | $6,101-81.7% | $5,124-78.3% |