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 | $51,258 | $65,041-21.2% | $90,951-43.6% | $79,858-35.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 21.36% | 30.45%-9.1pp | 134.60%-113.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $7,567 | $1,247+506.7% | $2,122+256.6% | $2,471+206.2% |
| Participant deferral / active EE | $6,362 | $2,512+153.3% | $3,373+88.6% | $3,740+70.1% |
| Admin fee / account holder | $1,057 | $4,536-76.7% | $5,959-82.3% | $5,306-80.1% |