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 | $63,506 | $95,453-33.5% | $112,040-43.3% | $82,448-23.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.54% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,799 | $2,318+20.8% | $2,954-5.3% | $2,551+9.7% |
| Participant deferral / active EE | $6,041 | $4,224+43.0% | $5,098+18.5% | $4,139+45.9% |
| Admin fee / account holder | $24,545 | $9,013+172.3% | $12,098+102.9% | $7,234+239.3% |