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 | $30,682 | $70,002-56.2% | $115,037-73.3% | $52,331-41.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 3.00% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $3,306 | $2,715+21.8% | $4,608-28.2% | $1,882+75.7% |
| Participant deferral / active EE | $6,136 | $4,920+24.7% | $6,026+1.8% | $3,022+103.0% |
| Admin fee / account holder | $1,417 | $566+150.4% | $8,175-82.7% | $592+139.6% |