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 | $52,307 | $78,103-33.0% | $289,028-81.9% | $116,875-55.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 15.26% | 15.26%0pp | 243.94%-228.7pp | 16.29%-1.0pp |
| Employer contribution / active EE | $3,237 | $2,718+19.1% | $6,326-48.8% | $3,288-1.5% |
| Participant deferral / active EE | $2,304 | $2,921-21.1% | $4,804-52.0% | $3,885-40.7% |
| Admin fee / account holder | $1,637 | $8,683-81.2% | $14,050-88.4% | $12,263-86.7% |