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 | $55,906 | $46,869+19.3% | $122,332-54.3% | $70,131-20.3% |
| Participation rate | 96.9% | 58.2%+38.7pp | 71.6%+25.2pp | 69.5%+27.3pp |
| Annual return | 14.15% | 24.22%-10.1pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,818 | $1,288+274.1% | $4,050+18.9% | $2,342+105.7% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $477 | $3,322-85.6% | $5,478-91.3% | $4,645-89.7% |