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 | $26,951 | $106,749-74.8% | $145,433-81.5% | $82,448-67.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.23% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,712 | $3,444-21.3% | $4,554-40.4% | $2,551+6.3% |
| Participant deferral / active EE | $2,506 | $6,519-61.6% | $7,897-68.3% | $4,139-39.5% |
| Admin fee / account holder | $1,818 | $8,390-78.3% | $13,129-86.2% | $7,234-74.9% |