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 | $44,866 | $58,523-23.3% | $99,443-54.9% | $72,985-38.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.56% | 28.51%-7.9pp | 30.72%-10.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,617 | $1,512+73.1% | $2,540+3.0% | $2,440+7.2% |
| Participant deferral / active EE | $3,751 | $2,606+43.9% | $3,619+3.6% | $3,607+4.0% |
| Admin fee / account holder | $1,619 | $4,102-60.5% | $6,250-74.1% | $5,124-68.4% |