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 | $49,360 | $48,364+2.1% | $71,796-31.2% | $62,891-21.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.63% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,387 | $1,042+129.1% | $1,924+24.0% | $2,281+4.7% |
| Participant deferral / active EE | $3,573 | $2,091+70.8% | $2,794+27.8% | $3,203+11.5% |
| Admin fee / account holder | $8,006 | $3,771+112.3% | $4,815+66.3% | $4,296+86.4% |