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 | $44,578 | $85,022-47.6% | $70,515-36.8% | $139,434-68.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.48% | 30.38%-15.9pp | 32.77%-18.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,563 | $3,909+67.9% | $2,973+120.7% | $4,751+38.2% |
| Participant deferral / active EE | $2,955 | $5,890-49.8% | $4,567-35.3% | $6,710-56.0% |
| Admin fee / account holder | $2,058 | $8,906-76.9% | $6,412-67.9% | $11,403-82.0% |