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 | $37,571 | $43,075-12.8% | $74,583-49.6% | $62,891-40.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.46% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,574 | $1,498+138.6% | $2,525+41.5% | $2,281+56.7% |
| Participant deferral / active EE | $2,739 | $2,389+14.6% | $3,458-20.8% | $3,203-14.5% |
| Admin fee / account holder | $7,976 | $2,840+180.9% | $4,138+92.8% | $4,296+85.7% |