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 | $13,711 | $83,337-83.5% | $67,834-79.8% | $273,961-95.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.49% | 259.45%-255.0pp | 138.47%-134.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $890 | $3,287-72.9% | $2,403-63.0% | $4,869-81.7% |
| Participant deferral / active EE | $3,418 | $4,088-16.4% | $3,160+8.2% | $5,287-35.4% |
| Admin fee / account holder | $1,072 | $6,752-84.1% | $4,622-76.8% | $10,132-89.4% |