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 | $44,001 | $109,413-59.8% | $156,263-71.8% | $84,808-48.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.80% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,760 | $2,907-5.0% | $4,333-36.3% | $2,631+4.9% |
| Participant deferral / active EE | $3,205 | $4,590-30.2% | $6,158-48.0% | $4,212-23.9% |
| Admin fee / account holder | $5,479 | $9,357-41.4% | $14,255-61.6% | $7,344-25.4% |