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 | $37,906 | $153,311-75.3% | $109,313-65.3% | $273,961-86.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.63% | 29.86%-23.2pp | 22.07%-15.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,214 | $5,619-42.8% | $3,892-17.4% | $4,869-34.0% |
| Participant deferral / active EE | $3,214 | $3,932-18.3% | $3,166+1.5% | $5,287-39.2% |
| Admin fee / account holder | $1,681 | $8,076-79.2% | $5,666-70.3% | $10,132-83.4% |