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 | $56,486 | $65,365-13.6% | $92,893-39.2% | $72,985-22.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.57% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $7,286 | $2,594+180.9% | $3,653+99.5% | $2,440+198.6% |
| Participant deferral / active EE | $3,347 | $3,128+7.0% | $4,236-21.0% | $3,607-7.2% |
| Admin fee / account holder | $1,677 | $4,251-60.6% | $5,794-71.1% | $5,124-67.3% |