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 | $62,387 | $65,041-4.1% | $90,951-31.4% | $79,858-21.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.21% | 30.45%-19.2pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,563 | $1,247+25.3% | $2,122-26.3% | $2,471-36.7% |
| Participant deferral / active EE | $3,256 | $2,512+29.6% | $3,373-3.5% | $3,740-12.9% |
| Admin fee / account holder | $7,329 | $4,536+61.6% | $5,959+23.0% | $5,306+38.1% |