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 | $56,895 | $85,202-33.2% | $172,739-67.1% | $72,985-22.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.42% | 27.32%+1.1pp | 802.84%-774.4pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,103 | $3,324-36.7% | $5,143-59.1% | $2,440-13.8% |
| Participant deferral / active EE | $5,172 | $3,260+58.6% | $5,198-0.5% | $3,607+43.4% |
| Admin fee / account holder | $1,407 | $5,884-76.1% | $13,954-89.9% | $5,124-72.5% |