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 | $53,807 | $52,279+2.9% | $89,391-39.8% | $79,858-32.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.98% | 22.16%-6.2pp | 245.62%-229.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,529 | $1,572+60.9% | $2,586-2.2% | $2,471+2.4% |
| Participant deferral / active EE | $3,358 | $2,740+22.5% | $3,890-13.7% | $3,740-10.2% |
| Admin fee / account holder | $5,743 | $3,356+71.1% | $4,881+17.7% | $5,306+8.2% |