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 | $40,519 | $72,492-44.1% | $87,100-53.5% | $72,985-44.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.09% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,112 | $1,894+64.3% | $2,521+23.4% | $2,440+27.6% |
| Participant deferral / active EE | $4,400 | $3,270+34.6% | $4,049+8.7% | $3,607+22.0% |
| Admin fee / account holder | $2,544 | $5,055-49.7% | $7,497-66.1% | $5,124-50.4% |