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 | $30,525 | $69,977-56.4% | $108,579-71.9% | $62,891-51.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 19.17% | 10.73%+8.4pp | -51.70%+70.9pp | 20.14%-1.0pp |
| Employer contribution / active EE | $1,483 | $2,135-30.5% | $3,758-60.5% | $2,281-35.0% |
| Participant deferral / active EE | $3,179 | $3,165+0.5% | $4,311-26.2% | $3,203-0.7% |
| Admin fee / account holder | $2,381 | $5,076-53.1% | $7,645-68.9% | $4,296-44.6% |