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 | $47,703 | $81,460-41.4% | $103,333-53.8% | $80,856-41.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.59% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $9,283 | $3,105+198.9% | $3,868+140.0% | $2,755+237.0% |
| Participant deferral / active EE | $2,117 | $3,869-45.3% | $5,057-58.1% | $4,296-50.7% |
| Admin fee / account holder | $13,149 | $6,566+100.2% | $8,355+57.4% | $6,918+90.1% |