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 | $43,005 | $64,839-33.7% | $95,585-55.0% | $84,808-49.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.99% | -670.96%+685.0pp | 38.56%-24.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,185 | $1,759-32.6% | $2,527-53.1% | $2,631-55.0% |
| Participant deferral / active EE | $1,844 | $2,965-37.8% | $4,023-54.1% | $4,212-56.2% |
| Admin fee / account holder | $6,006 | $5,964+0.7% | $6,127-2.0% | $7,344-18.2% |