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 | $61,530 | $77,634-20.7% | $156,549-60.7% | $62,891-2.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.62% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,310 | $3,444-62.0% | $5,501-76.2% | $2,281-42.6% |
| Participant deferral / active EE | $2,948 | $3,045-3.2% | $4,871-39.5% | $3,203-8.0% |
| Admin fee / account holder | $729 | $5,561-86.9% | $13,027-94.4% | $4,296-83.0% |