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 | $62,288 | $109,359-43.0% | $162,163-61.6% | $72,985-14.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 33.32% | 25.46%+7.9pp | 115.59%-82.3pp | 81.00%-47.7pp |
| Employer contribution / active EE | $4,132 | $3,907+5.7% | $5,614-26.4% | $2,440+69.3% |
| Participant deferral / active EE | $8,805 | $5,481+60.6% | $7,298+20.7% | $3,607+144.1% |
| Admin fee / account holder | $4,079 | $7,972-48.8% | $10,843-62.4% | $5,124-20.4% |