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 | $35,184 | $72,177-51.3% | $115,037-69.4% | $59,632-41.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.64% | 12.02%-8.4pp | 26.14%-22.5pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $1,306 | $2,841-54.0% | $4,608-71.7% | $2,203-40.7% |
| Participant deferral / active EE | $4,707 | $4,783-1.6% | $6,026-21.9% | $3,192+47.5% |
| Admin fee / account holder | $3,370 | $4,927-31.6% | $8,175-58.8% | $4,297-21.6% |