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 | $20,510 | $52,279-60.8% | $89,391-77.1% | $79,858-74.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.15% | 22.16%-9.0pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,658 | $1,572+69.1% | $2,586+2.8% | $2,471+7.6% |
| Participant deferral / active EE | $4,749 | $2,740+73.3% | $3,890+22.1% | $3,740+27.0% |
| Admin fee / account holder | $6,047 | $3,356+80.2% | $4,881+23.9% | $5,306+14.0% |