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 | $48,807 | $65,365-25.3% | $92,893-47.5% | $72,985-33.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.30% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,119 | $2,594-18.3% | $3,653-42.0% | $2,440-13.1% |
| Participant deferral / active EE | $1,451 | $3,128-53.6% | $4,236-65.8% | $3,607-59.8% |
| Admin fee / account holder | $5,839 | $4,251+37.3% | $5,794+0.8% | $5,124+13.9% |