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 | $19,287 | $90,503-78.7% | $78,689-75.5% | $273,961-93.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.14% | 75.60%-71.5pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $4,448 | $3,176+40.1% | $2,851+56.0% | $4,869-8.6% |
| Participant deferral / active EE | $4,231 | $3,901+8.5% | $3,517+20.3% | $5,287-20.0% |
| Admin fee / account holder | $2,330 | $5,263-55.7% | $4,510-48.3% | $10,132-77.0% |