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 | $60,957 | $52,580+15.9% | $71,671-14.9% | $70,131-13.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.56% | 20.25%-5.7pp | 20.65%-6.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,135 | $1,616+217.8% | $2,460+108.8% | $2,342+119.2% |
| Participant deferral / active EE | $4,563 | $2,386+91.2% | $3,438+32.7% | $3,332+36.9% |
| Admin fee / account holder | $2,254 | $3,653-38.3% | $5,558-59.5% | $4,645-51.5% |