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 | $13,890 | $90,503-84.7% | $78,689-82.3% | $273,961-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.89% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,638 | $3,176+77.5% | $2,851+97.8% | $4,869+15.8% |
| Participant deferral / active EE | $2,970 | $3,901-23.9% | $3,517-15.5% | $5,287-43.8% |
| Admin fee / account holder | $1,786 | $5,263-66.1% | $4,510-60.4% | $10,132-82.4% |