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 | $45,439 | $58,512-22.3% | $84,015-45.9% | $72,985-37.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.18% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,543 | $1,163+204.7% | $1,983+78.7% | $2,440+45.2% |
| Participant deferral / active EE | $7,097 | $2,394+196.5% | $3,239+119.1% | $3,607+96.7% |
| Admin fee / account holder | $3,578 | $4,569-21.7% | $6,101-41.3% | $5,124-30.2% |