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 | $28,212 | $124,425-77.3% | $112,040-74.8% | $137,256-79.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.04% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,885 | $3,411-15.4% | $2,954-2.4% | $4,156-30.6% |
| Participant deferral / active EE | $2,885 | $5,718-49.6% | $5,098-43.4% | $6,407-55.0% |
| Admin fee / account holder | $22,261 | $15,207+46.4% | $12,098+84.0% | $12,270+81.4% |