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 | $52,407 | $65,395-19.9% | $182,532-71.3% | $72,985-28.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.93% | 27.68%-8.8pp | 148.54%-129.6pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,503 | $1,911+31.0% | $4,076-38.6% | $2,440+2.6% |
| Participant deferral / active EE | $3,007 | $3,563-15.6% | $5,524-45.6% | $3,607-16.7% |
| Admin fee / account holder | $1,210 | $4,245-71.5% | $8,592-85.9% | $5,124-76.4% |