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 | $56,138 | $72,277-22.3% | $101,248-44.6% | $79,858-29.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.56% | 22.30%+4.3pp | 46.47%-19.9pp | 31.71%-5.2pp |
| Employer contribution / active EE | $5,667 | $2,692+110.6% | $3,660+54.9% | $2,471+129.4% |
| Participant deferral / active EE | $4,646 | $3,282+41.6% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $329 | $4,400-92.5% | $5,945-94.5% | $5,306-93.8% |