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 | $48,737 | $67,411-27.7% | $91,001-46.4% | $70,131-30.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.66% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,493 | $1,786+39.6% | $2,456+1.5% | $2,342+6.4% |
| Participant deferral / active EE | $5,128 | $2,823+81.7% | $3,547+44.6% | $3,332+53.9% |
| Admin fee / account holder | $14,620 | $4,236+245.1% | $5,417+169.9% | $4,645+214.7% |