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 | $7,597 | $115,708-93.4% | $65,255-88.4% | $139,434-94.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 12.51% | 31.19%-18.7pp | 47.35%-34.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,228 | $2,599-52.7% | $1,691-27.4% | $4,751-74.1% |
| Participant deferral / active EE | $2,104 | $4,240-50.4% | $2,831-25.7% | $6,710-68.6% |
| Admin fee / account holder | $5,203 | $6,698-22.3% | $4,112+26.5% | $11,403-54.4% |