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 | $46,200 | $78,422-41.1% | $95,952-51.9% | $79,858-42.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.42% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,379 | $1,945+22.3% | $2,541-6.4% | $2,471-3.7% |
| Participant deferral / active EE | $2,820 | $3,440-18.0% | $4,167-32.3% | $3,740-24.6% |
| Admin fee / account holder | $2,350 | $5,622-58.2% | $6,795-65.4% | $5,306-55.7% |