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 | $40,260 | $68,547-41.3% | $120,354-66.5% | $80,856-50.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.19% | 23.60%-11.4pp | 107.15%-95.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,689 | $2,051+31.1% | $3,463-22.3% | $2,755-2.4% |
| Participant deferral / active EE | $2,696 | $3,173-15.0% | $4,991-46.0% | $4,296-37.2% |
| Admin fee / account holder | $8,097 | $5,732+41.3% | $9,423-14.1% | $6,918+17.0% |