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 | $45,855 | $77,899-41.1% | $149,673-69.4% | $75,163-39.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.21% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,226 | $3,137-29.1% | $4,818-53.8% | $2,670-16.6% |
| Participant deferral / active EE | $2,794 | $3,411-18.1% | $5,680-50.8% | $4,125-32.3% |
| Admin fee / account holder | $5,771 | $5,956-3.1% | $13,210-56.3% | $5,651+2.1% |