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 | $64,453 | $148,978-56.7% | $200,582-67.9% | $84,808-24.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.44% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,513 | $4,815-27.0% | $6,419-45.3% | $2,631+33.5% |
| Participant deferral / active EE | $4,093 | $7,142-42.7% | $9,331-56.1% | $4,212-2.8% |
| Admin fee / account holder | $1,330 | $13,977-90.5% | $16,305-91.8% | $7,344-81.9% |