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 | $47,529 | $58,512-18.8% | $84,015-43.4% | $72,985-34.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 26.48% | 28.93%-2.4pp | 71.31%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,222 | $1,163+91.1% | $1,983+12.0% | $2,440-8.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,374 | $4,569-69.9% | $6,101-77.5% | $5,124-73.2% |