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 | $33,101 | $99,341-66.7% | $84,750-60.9% | $273,961-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.42% | 22.93%-20.5pp | 22.78%-20.4pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,235 | $4,214-70.7% | $3,574-65.4% | $4,869-74.6% |
| Participant deferral / active EE | $1,620 | $4,269-62.1% | $3,712-56.4% | $5,287-69.4% |
| Admin fee / account holder | $10,343 | $6,644+55.7% | $5,332+94.0% | $10,132+2.1% |