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 | $60,438 | $71,050-14.9% | $93,606-35.4% | $80,856-25.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.41% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $893 | $1,564-42.9% | $2,420-63.1% | $2,755-67.6% |
| Participant deferral / active EE | $5,194 | $4,034+28.8% | $4,411+17.7% | $4,296+20.9% |
| Admin fee / account holder | $18,640 | $6,945+168.4% | $8,285+125.0% | $6,918+169.4% |