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 | $37,774 | $76,552-50.7% | $123,892-69.5% | $62,891-39.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.68% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,663 | $2,883+27.1% | $4,617-20.7% | $2,281+60.6% |
| Participant deferral / active EE | $2,685 | $4,840-44.5% | $5,984-55.1% | $3,203-16.2% |
| Admin fee / account holder | $4,373 | $4,826-9.4% | $8,357-47.7% | $4,296+1.8% |