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 | $44,745 | $39,122+14.4% | $57,179-21.7% | $62,891-28.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.55% | 9.23%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $702 | $1,874-62.5% | $2,682-73.8% | $2,281-69.2% |
| Participant deferral / active EE | $3,642 | $2,374+53.4% | $3,096+17.6% | $3,203+13.7% |
| Admin fee / account holder | $3,826 | $2,592+47.6% | $3,139+21.9% | $4,296-10.9% |