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 | $31,598 | $140,588-77.5% | $123,104-74.3% | $125,391-74.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.37% | 16.80%-16.4pp | 13.22%-12.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $9,654 | $6,041+59.8% | $5,151+87.4% | $4,866+98.4% |
| Participant deferral / active EE | $5,656 | $6,980-19.0% | $6,230-9.2% | $5,352+5.7% |
| Admin fee / account holder | $12,009 | $11,198+7.2% | $9,015+33.2% | $9,540+25.9% |