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 | $45,850 | $118,450-61.3% | $98,439-53.4% | $139,434-67.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,215 | $3,609-38.6% | $3,048-27.3% | $4,751-53.4% |
| Participant deferral / active EE | $2,534 | $5,392-53.0% | $4,738-46.5% | $6,710-62.2% |
| Admin fee / account holder | $6,177 | $14,026-56.0% | $8,948-31.0% | $11,403-45.8% |