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 | $44,474 | $72,277-38.5% | $101,248-56.1% | $79,858-44.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.29% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,691 | $2,692+37.1% | $3,660+0.9% | $2,471+49.4% |
| Participant deferral / active EE | $4,516 | $3,282+37.6% | $4,370+3.3% | $3,740+20.8% |
| Admin fee / account holder | $8,310 | $4,400+88.9% | $5,945+39.8% | $5,306+56.6% |