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 | $34,738 | $77,634-55.3% | $156,549-77.8% | $62,891-44.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.18% | 50.32%-39.1pp | 32.23%-21.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,960 | $3,444+15.0% | $5,501-28.0% | $2,281+73.6% |
| Participant deferral / active EE | $3,715 | $3,045+22.0% | $4,871-23.7% | $3,203+16.0% |
| Admin fee / account holder | $4,942 | $5,561-11.1% | $13,027-62.1% | $4,296+15.0% |