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 | $56,261 | $74,927-24.9% | $101,794-44.7% | $84,808-33.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 18.18% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,936 | $1,522+93.0% | $2,289+28.3% | $2,631+11.6% |
| Participant deferral / active EE | $7,750 | $3,099+150.1% | $4,084+89.8% | $4,212+84.0% |
| Admin fee / account holder | $1,814 | $6,514-72.1% | $8,777-79.3% | $7,344-75.3% |