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 | $32,196 | $40,256-20.0% | $57,343-43.9% | $59,632-46.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.47% | 27.49%-24.0pp | 24.39%-20.9pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $1,904 | $1,922-0.9% | $2,689-29.2% | $2,203-13.6% |
| Participant deferral / active EE | $1,753 | $2,399-26.9% | $3,162-44.6% | $3,192-45.1% |
| Admin fee / account holder | $2,253 | $2,818-20.0% | $3,356-32.9% | $4,297-47.6% |