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 | $29,713 | $83,337-64.3% | $67,834-56.2% | $273,961-89.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.07% | 259.45%-250.4pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,175 | $3,287-33.8% | $2,403-9.5% | $4,869-55.3% |
| Participant deferral / active EE | $3,659 | $4,088-10.5% | $3,160+15.8% | $5,287-30.8% |
| Admin fee / account holder | $1,577 | $6,752-76.6% | $4,622-65.9% | $10,132-84.4% |