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 | $46,790 | $58,828-20.5% | $77,999-40.0% | $62,891-25.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.57% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,378 | $1,672+42.2% | $2,470-3.7% | $2,281+4.3% |
| Participant deferral / active EE | $4,495 | $2,686+67.4% | $3,497+28.5% | $3,203+40.3% |
| Admin fee / account holder | $5,018 | $4,393+14.2% | $5,480-8.4% | $4,296+16.8% |