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 | $58,673 | $65,365-10.2% | $92,893-36.8% | $72,985-19.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.65% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $3,704 | $2,594+42.8% | $3,653+1.4% | $2,440+51.8% |
| Participant deferral / active EE | $3,384 | $3,128+8.2% | $4,236-20.1% | $3,607-6.2% |
| Admin fee / account holder | $8,332 | $4,251+96.0% | $5,794+43.8% | $5,124+62.6% |