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 | $31,785 | $69,518-54.3% | $59,878-46.9% | $135,375-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.88% | 7.94%-0.1pp | 3.46%+4.4pp | 519.73%-511.9pp |
| Employer contribution / active EE | $1,054 | $3,235-67.4% | $2,722-61.3% | $4,779-77.9% |
| Participant deferral / active EE | $1,478 | $4,206-64.9% | $3,402-56.6% | $5,609-73.7% |
| Admin fee / account holder | $547 | $5,734-90.5% | $3,590-84.8% | $10,827-94.9% |