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 | $50,450 | $93,346-46.0% | $71,796-29.7% | $273,961-81.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.88% | 130.39%-124.5pp | 78.04%-72.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,584 | $2,733-42.1% | $1,924-17.7% | $4,869-67.5% |
| Participant deferral / active EE | $1,200 | $3,475-65.5% | $2,794-57.1% | $5,287-77.3% |
| Admin fee / account holder | $2,043 | $6,571-68.9% | $4,815-57.6% | $10,132-79.8% |