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 | $44,764 | $65,365-31.5% | $92,893-51.8% | $72,985-38.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.05% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $5,690 | $2,594+119.4% | $3,653+55.8% | $2,440+133.2% |
| Participant deferral / active EE | $6,508 | $3,128+108.0% | $4,236+53.6% | $3,607+80.4% |
| Admin fee / account holder | $1,045 | $4,251-75.4% | $5,794-82.0% | $5,124-79.6% |