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 | $51,027 | $99,341-48.6% | $84,750-39.8% | $273,961-81.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.88% | 22.93%-12.0pp | 22.78%-11.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,308 | $4,214-45.2% | $3,574-35.4% | $4,869-52.6% |
| Participant deferral / active EE | $17,232 | $4,269+303.6% | $3,712+364.3% | $5,287+225.9% |
| Admin fee / account holder | $2,175 | $6,644-67.3% | $5,332-59.2% | $10,132-78.5% |