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 | $35,910 | $58,828-39.0% | $77,999-54.0% | $62,891-42.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.06% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $811 | $1,672-51.5% | $2,470-67.2% | $2,281-64.4% |
| Participant deferral / active EE | $3,896 | $2,686+45.1% | $3,497+11.4% | $3,203+21.6% |
| Admin fee / account holder | $2,877 | $4,393-34.5% | $5,480-47.5% | $4,296-33.0% |