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 | $25,252 | $81,460-69.0% | $103,333-75.6% | $80,856-68.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.19% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,671 | $3,105+50.4% | $3,868+20.8% | $2,755+69.5% |
| Participant deferral / active EE | $3,273 | $3,869-15.4% | $5,057-35.3% | $4,296-23.8% |
| Admin fee / account holder | $783 | $6,566-88.1% | $8,355-90.6% | $6,918-88.7% |