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 | $36,717 | $48,076-23.6% | $78,689-53.3% | $62,891-41.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.30% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,998 | $2,015+98.4% | $2,851+40.2% | $2,281+75.3% |
| Participant deferral / active EE | $2,651 | $2,588+2.5% | $3,517-24.6% | $3,203-17.2% |
| Admin fee / account holder | $6,960 | $3,207+117.0% | $4,510+54.3% | $4,296+62.0% |