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 | $59,437 | $78,705-24.5% | $117,854-49.6% | $70,131-15.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.58% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,499 | $2,223+12.4% | $3,786-34.0% | $2,342+6.7% |
| Participant deferral / active EE | $2,720 | $3,297-17.5% | $4,482-39.3% | $3,332-18.4% |
| Admin fee / account holder | $5,709 | $5,065+12.7% | $8,020-28.8% | $4,645+22.9% |