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 | $42,908 | $81,233-47.2% | $155,567-72.4% | $80,874-46.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.08% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $5,409 | $3,101+74.4% | $4,674+15.7% | $2,756+96.3% |
| Participant deferral / active EE | $1,166 | $3,452-66.2% | $5,628-79.3% | $4,297-72.9% |
| Admin fee / account holder | $1,083 | $7,998-86.5% | $15,916-93.2% | $6,935-84.4% |