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 | $35,680 | $47,848-25.4% | $81,478-56.2% | $70,131-49.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.20% | 27.25%-14.0pp | 38.78%-25.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,622 | $1,527+202.6% | $2,568+80.0% | $2,342+97.3% |
| Participant deferral / active EE | $1,052 | $2,453-57.1% | $3,537-70.3% | $3,332-68.4% |
| Admin fee / account holder | $4,881 | $3,145+55.2% | $4,561+7.0% | $4,645+5.1% |