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 | $61,260 | $76,670-20.1% | $96,683-36.6% | $71,457-14.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.07% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $11,256 | $3,031+271.3% | $3,737+201.2% | $2,588+335.0% |
| Participant deferral / active EE | $7,573 | $3,771+100.8% | $4,878+55.2% | $4,289+76.6% |
| Admin fee / account holder | $3,597 | $2,028+77.4% | $6,730-46.5% | $1,587+126.6% |