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 | $45,466 | $84,233-46.0% | $170,442-73.3% | $70,131-35.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.45% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,411 | $3,387-28.8% | $5,433-55.6% | $2,342+2.9% |
| Participant deferral / active EE | $3,342 | $3,086+8.3% | $4,939-32.3% | $3,332+0.3% |
| Admin fee / account holder | $3,938 | $5,698-30.9% | $13,880-71.6% | $4,645-15.2% |