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 | $43,752 | $54,705-20.0% | $71,209-38.6% | $84,808-48.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.38% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,545 | $2,158+18.0% | $2,721-6.4% | $2,631-3.3% |
| Participant deferral / active EE | $1,130 | $3,030-62.7% | $4,175-72.9% | $4,212-73.2% |
| Admin fee / account holder | $3,002 | $4,863-38.3% | $5,349-43.9% | $7,344-59.1% |