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 | $39,734 | $81,248-51.1% | $155,509-74.4% | $80,856-50.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.49% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,483 | $3,100-52.2% | $4,672-68.3% | $2,755-46.2% |
| Participant deferral / active EE | $2,901 | $3,452-16.0% | $5,626-48.4% | $4,296-32.5% |
| Admin fee / account holder | $10,044 | $7,997+25.6% | $15,912-36.9% | $6,918+45.2% |