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 | $53,097 | $91,190-41.8% | $178,490-70.3% | $79,858-33.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.97% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,869 | $3,256+49.5% | $5,011-2.8% | $2,471+97.1% |
| Participant deferral / active EE | $3,147 | $3,236-2.8% | $5,202-39.5% | $3,740-15.9% |
| Admin fee / account holder | $6,480 | $6,751-4.0% | $13,984-53.7% | $5,306+22.1% |