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 | $57,304 | $95,803-40.2% | $113,168-49.4% | $84,808-32.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.79% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,331 | $2,360-43.6% | $2,975-55.3% | $2,631-49.4% |
| Participant deferral / active EE | $3,096 | $4,242-27.0% | $5,107-39.4% | $4,212-26.5% |
| Admin fee / account holder | $3,195 | $8,989-64.5% | $12,068-73.5% | $7,344-56.5% |