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 | $31,230 | $56,277-44.5% | $80,975-61.4% | $62,891-50.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.77% | 22.12%-16.4pp | 17.10%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $7,364 | $1,943+279.0% | $3,714+98.3% | $2,281+222.9% |
| Participant deferral / active EE | $2,233 | $4,195-46.8% | $5,696-60.8% | $3,203-30.3% |
| Admin fee / account holder | $321 | $3,741-91.4% | $5,516-94.2% | $4,296-92.5% |