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 | $34,585 | $99,341-65.2% | $84,750-59.2% | $273,961-87.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.75% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,180 | $4,214-72.0% | $3,574-67.0% | $4,869-75.8% |
| Participant deferral / active EE | $1,282 | $4,269-70.0% | $3,712-65.4% | $5,287-75.7% |
| Admin fee / account holder | $937 | $6,644-85.9% | $5,332-82.4% | $10,132-90.8% |