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 | $54,588 | $65,041-16.1% | $90,951-40.0% | $79,858-31.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.85% | 30.45%-15.6pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $7,453 | $1,247+497.6% | $2,122+251.2% | $2,471+201.6% |
| Participant deferral / active EE | $5,533 | $2,512+120.3% | $3,373+64.0% | $3,740+47.9% |
| Admin fee / account holder | $1,696 | $4,536-62.6% | $5,959-71.5% | $5,306-68.0% |