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 | $46,891 | $65,685-28.6% | $57,179-18.0% | $273,961-82.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 19.10% | 21.99%-2.9pp | 14.59%+4.5pp | 41.45%-22.4pp |
| Employer contribution / active EE | $10,516 | $3,279+220.7% | $2,682+292.0% | $4,869+116.0% |
| Participant deferral / active EE | $9,675 | $3,782+155.8% | $3,096+212.5% | $5,287+83.0% |
| Admin fee / account holder | $1,364 | $4,835-71.8% | $3,139-56.6% | $10,132-86.5% |