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 | $52,612 | $76,367-31.1% | $93,606-43.8% | $72,985-27.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.23% | 25.82%-5.6pp | 32.76%-12.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,222 | $2,275+129.5% | $2,718+92.1% | $2,440+114.0% |
| Participant deferral / active EE | $5,150 | $3,538+45.6% | $4,069+26.6% | $3,607+42.8% |
| Admin fee / account holder | $9,490 | $6,838+38.8% | $7,888+20.3% | $5,124+85.2% |