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 | $30,025 | $48,076-37.5% | $78,689-61.8% | $62,891-52.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.60% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,112 | $2,015-44.8% | $2,851-61.0% | $2,281-51.3% |
| Participant deferral / active EE | $1,460 | $2,588-43.6% | $3,517-58.5% | $3,203-54.4% |
| Admin fee / account holder | $1,131 | $3,207-64.7% | $4,510-74.9% | $4,296-73.7% |