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 | $53,199 | $59,839-11.1% | $81,983-35.1% | $79,858-33.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 17.58% | 17.56%0pp | 41.31%-23.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,669 | $1,713+230.8% | $2,498+126.9% | $2,471+129.4% |
| Participant deferral / active EE | $7,092 | $2,695+163.2% | $3,722+90.6% | $3,740+89.6% |
| Admin fee / account holder | $9,766 | $4,287+127.8% | $5,664+72.4% | $5,306+84.1% |