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 | $57,947 | $78,672-26.3% | $109,143-46.9% | $85,850-32.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.70% | 25.09%-6.4pp | 25.75%-7.1pp | 318.53%-299.8pp |
| Employer contribution / active EE | $5,167 | $2,735+88.9% | $3,722+38.8% | $2,565+101.4% |
| Participant deferral / active EE | $6,269 | $3,467+80.8% | $4,653+34.7% | $3,952+58.6% |
| Admin fee / account holder | $3,560 | $5,469-34.9% | $6,752-47.3% | $6,260-43.1% |