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 | $45,405 | $81,248-44.1% | $155,509-70.8% | $80,856-43.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.71% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,733 | $3,100+84.9% | $4,672+22.7% | $2,755+108.1% |
| Participant deferral / active EE | $3,383 | $3,452-2.0% | $5,626-39.9% | $4,296-21.2% |
| Admin fee / account holder | $11,610 | $7,997+45.2% | $15,912-27.0% | $6,918+67.8% |