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 | $45,316 | $48,076-5.7% | $78,689-42.4% | $62,891-27.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.36% | 31.35%-21.0pp | 62.18%-51.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $5,310 | $2,015+163.6% | $2,851+86.3% | $2,281+132.8% |
| Participant deferral / active EE | $1,538 | $2,588-40.6% | $3,517-56.3% | $3,203-52.0% |
| Admin fee / account holder | $830 | $3,207-74.1% | $4,510-81.6% | $4,296-80.7% |