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 | $48,549 | $73,981-34.4% | $105,722-54.1% | $62,891-22.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 5.64% | 17.60%-12.0pp | 12.25%-6.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,902 | $2,856-33.4% | $4,079-53.4% | $2,281-16.6% |
| Participant deferral / active EE | $3,191 | $4,038-21.0% | $5,326-40.1% | $3,203-0.4% |
| Admin fee / account holder | $1,758 | $5,976-70.6% | $8,308-78.8% | $4,296-59.1% |