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 | $20,428 | $63,764-68.0% | $81,930-75.1% | $79,858-74.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.09% | 22.66%-7.6pp | 29.49%-14.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,331 | $1,795+29.8% | $4,310-45.9% | $2,471-5.7% |
| Participant deferral / active EE | $2,500 | $2,780-10.1% | $7,107-64.8% | $3,740-33.2% |
| Admin fee / account holder | $468 | $4,426-89.4% | $5,158-90.9% | $5,306-91.2% |