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 | $24,000 | $59,101-59.4% | $77,163-68.9% | $75,163-68.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.83% | 26.71%-12.9pp | 37.87%-24.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,265 | $1,995+13.5% | $2,535-10.7% | $2,670-15.2% |
| Participant deferral / active EE | $3,122 | $2,999+4.1% | $3,833-18.6% | $4,125-24.3% |
| Admin fee / account holder | $1,862 | $4,774-61.0% | $5,472-66.0% | $5,651-67.0% |