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 | $30,538 | $83,337-63.4% | $67,834-55.0% | $273,961-88.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.57% | 259.45%-253.9pp | 138.47%-132.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,085 | $3,287-36.6% | $2,403-13.2% | $4,869-57.2% |
| Participant deferral / active EE | $2,111 | $4,088-48.4% | $3,160-33.2% | $5,287-60.1% |
| Admin fee / account holder | $583 | $6,752-91.4% | $4,622-87.4% | $10,132-94.2% |