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 | $59,346 | $69,977-15.2% | $108,579-45.3% | $62,891-5.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.46% | 10.73%-2.3pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,439 | $2,135+107.9% | $3,758+18.1% | $2,281+94.6% |
| Participant deferral / active EE | $8,002 | $3,165+152.9% | $4,311+85.6% | $3,203+149.8% |
| Admin fee / account holder | $5,120 | $5,076+0.8% | $7,645-33.0% | $4,296+19.2% |