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 | $19,083 | $99,341-80.8% | $84,750-77.5% | $273,961-93.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 8.31% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.1pp |
| Employer contribution / active EE | $5,941 | $4,214+41.0% | $3,574+66.2% | $4,869+22.0% |
| Participant deferral / active EE | $5,872 | $4,269+37.5% | $3,712+58.2% | $5,287+11.1% |
| Admin fee / account holder | $38,156 | $6,644+474.3% | $5,332+615.6% | $10,132+276.6% |