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 | $37,814 | $54,762-30.9% | $90,281-58.1% | $72,985-48.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.12% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,975 | $2,092-5.6% | $2,854-30.8% | $2,440-19.1% |
| Participant deferral / active EE | $1,975 | $2,887-31.6% | $3,885-49.2% | $3,607-45.3% |
| Admin fee / account holder | $6,069 | $3,972+52.8% | $5,351+13.4% | $5,124+18.4% |