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 | $37,822 | $99,341-61.9% | $84,750-55.4% | $273,961-86.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.95% | 22.93%-8.0pp | 22.78%-7.8pp | 41.45%-26.5pp |
| Employer contribution / active EE | $2,039 | $4,214-51.6% | $3,574-43.0% | $4,869-58.1% |
| Participant deferral / active EE | $6,465 | $4,269+51.4% | $3,712+74.2% | $5,287+22.3% |
| Admin fee / account holder | $416 | $6,644-93.7% | $5,332-92.2% | $10,132-95.9% |