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 | $31,949 | $99,341-67.8% | $84,750-62.3% | $273,961-88.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 33.37% | 22.93%+10.4pp | 22.78%+10.6pp | 41.45%-8.1pp |
| Employer contribution / active EE | $2,904 | $4,214-31.1% | $3,574-18.8% | $4,869-40.4% |
| Participant deferral / active EE | $4,149 | $4,269-2.8% | $3,712+11.8% | $5,287-21.5% |
| Admin fee / account holder | $2,639 | $6,644-60.3% | $5,332-50.5% | $10,132-74.0% |