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 | $63,411 | $89,753-29.3% | $107,525-41.0% | $84,808-25.2% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 21.21% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,415 | $3,113+41.8% | $3,754+17.6% | $2,631+67.8% |
| Participant deferral / active EE | $5,751 | $4,056+41.8% | $5,116+12.4% | $4,212+36.6% |
| Admin fee / account holder | $485 | $7,222-93.3% | $8,919-94.6% | $7,344-93.4% |