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 | $21,464 | $56,277-61.9% | $80,975-73.5% | $62,891-65.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 134.64% | 22.12%+112.5pp | 17.10%+117.5pp | 20.14%+114.5pp |
| Employer contribution / active EE | $2,717 | $1,943+39.9% | $3,714-26.8% | $2,281+19.1% |
| Participant deferral / active EE | $7,274 | $4,195+73.4% | $5,696+27.7% | $3,203+127.1% |
| Admin fee / account holder | $4,788 | $3,741+28.0% | $5,516-13.2% | $4,296+11.5% |