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 | $56,245 | $87,733-35.9% | $106,548-47.2% | $85,850-34.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 28.97% | 21.86%+7.1pp | 26.80%+2.2pp | 318.53%-289.6pp |
| Employer contribution / active EE | $1,202 | $2,073-42.0% | $2,819-57.4% | $2,565-53.1% |
| Participant deferral / active EE | $1,691 | $3,469-51.3% | $4,398-61.5% | $3,952-57.2% |
| Admin fee / account holder | $10,637 | $6,767+57.2% | $7,407+43.6% | $6,260+69.9% |