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 | $54,357 | $82,882-34.4% | $127,761-57.5% | $72,985-25.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 22.11% | 32.20%-10.1pp | 26.14%-4.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,042 | $3,346+20.8% | $4,574-11.6% | $2,440+65.7% |
| Participant deferral / active EE | $2,938 | $4,791-38.7% | $6,021-51.2% | $3,607-18.5% |
| Admin fee / account holder | $15,320 | $6,487+136.2% | $9,395+63.1% | $5,124+199.0% |