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 | $44,622 | $69,518-35.8% | $59,878-25.5% | $135,375-67.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.99% | 7.94%-6.0pp | 3.46%-1.5pp | 519.73%-517.7pp |
| Employer contribution / active EE | $4,362 | $3,235+34.8% | $2,722+60.3% | $4,779-8.7% |
| Participant deferral / active EE | $4,146 | $4,206-1.4% | $3,402+21.9% | $5,609-26.1% |
| Admin fee / account holder | $8,360 | $5,734+45.8% | $3,590+132.8% | $10,827-22.8% |