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 | $57,617 | $37,426+53.9% | $77,482-25.6% | $79,858-27.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 22.28% | 39.70%-17.4pp | 54.79%-32.5pp | 31.71%-9.4pp |
| Employer contribution / active EE | $920 | $637+44.5% | $986-6.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,329 | $1,260+84.8% | $1,861+25.1% | $3,740-37.7% |
| Admin fee / account holder | $329 | $2,504-86.9% | $2,858-88.5% | $5,306-93.8% |