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 | $31,864 | $88,672-64.1% | $105,223-69.7% | $82,448-61.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,216 | $3,048-27.3% | $3,689-39.9% | $2,551-13.1% |
| Participant deferral / active EE | $3,322 | $4,036-17.7% | $5,072-34.5% | $4,139-19.7% |
| Admin fee / account holder | $1,767 | $7,146-75.3% | $8,859-80.0% | $7,234-75.6% |