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 | $45,589 | $127,100-64.1% | $105,738-56.9% | $135,375-66.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.49% | 4.49%+1.0pp | 6.27%-0.8pp | 519.73%-514.2pp |
| Employer contribution / active EE | $2,468 | $4,107-39.9% | $3,268-24.5% | $4,779-48.3% |
| Participant deferral / active EE | $8,813 | $5,064+74.0% | $4,080+116.0% | $5,609+57.1% |
| Admin fee / account holder | $6,232 | $9,087-31.4% | $6,913-9.9% | $10,827-42.4% |