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 | $41,799 | $80,717-48.2% | $154,803-73.0% | $84,808-50.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.27% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,173 | $2,761+51.1% | $4,305-3.1% | $2,631+58.6% |
| Participant deferral / active EE | $9,561 | $3,303+189.5% | $5,540+72.6% | $4,212+127.0% |
| Admin fee / account holder | $5,580 | $6,746-17.3% | $14,329-61.1% | $7,344-24.0% |