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 | $53,405 | $65,365-18.3% | $92,893-42.5% | $72,985-26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.79% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,997 | $2,594+54.1% | $3,653+9.4% | $2,440+63.8% |
| Participant deferral / active EE | $4,089 | $3,128+30.7% | $4,236-3.5% | $3,607+13.4% |
| Admin fee / account holder | $345 | $4,251-91.9% | $5,794-94.0% | $5,124-93.3% |