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 | $28,748 | $67,606-57.5% | $82,313-65.1% | $70,131-59.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.97% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $939 | $1,755-46.5% | $2,428-61.3% | $2,342-59.9% |
| Participant deferral / active EE | $1,451 | $2,987-51.4% | $3,706-60.8% | $3,332-56.4% |
| Admin fee / account holder | $2,161 | $4,512-52.1% | $5,608-61.5% | $4,645-53.5% |