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 | $50,678 | $46,869+8.1% | $122,332-58.6% | $70,131-27.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.20% | 24.22%-11.0pp | 30.27%-17.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,060 | $1,288+137.6% | $4,050-24.4% | $2,342+30.6% |
| Participant deferral / active EE | $3,758 | $2,166+73.5% | $3,287+14.3% | $3,332+12.8% |
| Admin fee / account holder | $1,597 | $3,322-51.9% | $5,478-70.8% | $4,645-65.6% |