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 | $49,959 | $54,762-8.8% | $90,281-44.7% | $72,985-31.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.72% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,951 | $2,092+232.2% | $2,854+143.5% | $2,440+184.9% |
| Participant deferral / active EE | $6,251 | $2,887+116.5% | $3,885+60.9% | $3,607+73.3% |
| Admin fee / account holder | $13,440 | $3,972+238.4% | $5,351+151.2% | $5,124+162.3% |