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 | $49,982 | $77,634-35.6% | $156,549-68.1% | $62,891-20.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.73% | 50.32%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,383 | $3,444+85.3% | $5,501+16.0% | $2,281+179.8% |
| Participant deferral / active EE | $12,428 | $3,045+308.1% | $4,871+155.1% | $3,203+288.0% |
| Admin fee / account holder | $2,598 | $5,561-53.3% | $13,027-80.1% | $4,296-39.5% |