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 | $30,755 | $88,707-65.3% | $74,183-58.5% | $273,961-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.66% | 11.94%+3.7pp | 17.74%-2.1pp | 41.45%-25.8pp |
| Employer contribution / active EE | $3,556 | $3,159+12.6% | $2,370+50.1% | $4,869-27.0% |
| Participant deferral / active EE | $15,169 | $4,212+260.2% | $3,550+327.3% | $5,287+186.9% |
| Admin fee / account holder | $308 | $8,717-96.5% | $5,586-94.5% | $10,132-97.0% |