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 | $34,876 | $58,828-40.7% | $77,999-55.3% | $62,891-44.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.28% | 17.16%-4.9pp | 425.96%-413.7pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,325 | $1,672-20.8% | $2,470-46.4% | $2,281-41.9% |
| Participant deferral / active EE | $2,623 | $2,686-2.3% | $3,497-25.0% | $3,203-18.1% |
| Admin fee / account holder | $2,649 | $4,393-39.7% | $5,480-51.7% | $4,296-38.3% |