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 | $52,092 | $67,606-22.9% | $82,313-36.7% | $70,131-25.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.95% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,105 | $1,755+76.9% | $2,428+27.9% | $2,342+32.6% |
| Participant deferral / active EE | $2,409 | $2,987-19.3% | $3,706-35.0% | $3,332-27.7% |
| Admin fee / account holder | $831 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |