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 | $46,235 | $27,827+66.2% | $65,255-29.1% | $71,457-35.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | 19.60% | 41.58%-22.0pp | 47.35%-27.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $3,797 | $1,405+170.3% | $1,691+124.5% | $2,588+46.8% |
| Participant deferral / active EE | $5,275 | $1,861+183.4% | $2,831+86.3% | $4,289+23.0% |
| Admin fee / account holder | $2,866 | $3,850-25.6% | $4,112-30.3% | $1,587+80.5% |