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 | $44,042 | $78,672-44.0% | $109,143-59.6% | $85,850-48.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.28% | 25.09%-0.8pp | 25.75%-1.5pp | 318.53%-294.2pp |
| Employer contribution / active EE | $4,347 | $2,735+59.0% | $3,722+16.8% | $2,565+69.5% |
| Participant deferral / active EE | $9,540 | $3,467+175.1% | $4,653+105.0% | $3,952+141.4% |
| Admin fee / account holder | $6,251 | $5,469+14.3% | $6,752-7.4% | $6,260-0.1% |