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 | $23,075 | $93,346-75.3% | $71,796-67.9% | $273,961-91.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 8.34% | 130.39%-122.0pp | 78.04%-69.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,337 | $2,733-14.5% | $1,924+21.4% | $4,869-52.0% |
| Participant deferral / active EE | $6,226 | $3,475+79.1% | $2,794+122.8% | $5,287+17.8% |
| Admin fee / account holder | $3,720 | $6,571-43.4% | $4,815-22.7% | $10,132-63.3% |