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 | $49,438 | $87,841-43.7% | $133,980-63.1% | $62,891-21.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.45% | 12.05%+0.4pp | 29.30%-16.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $3,396 | $3,483-2.5% | $5,211-34.8% | $2,281+48.9% |
| Participant deferral / active EE | $8,340 | $4,812+73.3% | $6,282+32.8% | $3,203+160.4% |
| Admin fee / account holder | $449 | $5,371-91.6% | $9,324-95.2% | $4,296-89.5% |