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 | $47,142 | $50,958-7.5% | $74,550-36.8% | $64,186-26.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 27.14% | -1.86%+29.0pp | 32.53%-5.4pp | 7.63%+19.5pp |
| Employer contribution / active EE | $6,463 | $1,115+479.5% | $1,961+229.6% | $2,381+171.5% |
| Participant deferral / active EE | $4,804 | $2,301+108.7% | $3,108+54.6% | $3,470+38.4% |
| Admin fee / account holder | $9,961 | $4,223+135.9% | $5,060+96.9% | $4,888+103.8% |