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 | $23,382 | $73,787-68.3% | $98,716-76.3% | $82,448-71.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.67% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,875 | $1,511+156.4% | $2,279+70.0% | $2,551+51.9% |
| Participant deferral / active EE | $4,229 | $3,081+37.2% | $4,048+4.5% | $4,139+2.2% |
| Admin fee / account holder | $9,212 | $6,500+41.7% | $8,703+5.8% | $7,234+27.3% |