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 | $32,072 | $53,127-39.6% | $86,590-63.0% | $70,131-54.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.39% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,164 | $2,068+4.7% | $2,839-23.8% | $2,342-7.6% |
| Participant deferral / active EE | $3,990 | $2,696+48.0% | $3,609+10.6% | $3,332+19.8% |
| Admin fee / account holder | $6,745 | $3,585+88.1% | $4,906+37.5% | $4,645+45.2% |