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 | $59,179 | $47,848+23.7% | $81,478-27.4% | $70,131-15.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 23.13% | 27.25%-4.1pp | 38.78%-15.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $7,049 | $1,527+361.6% | $2,568+174.5% | $2,342+200.9% |
| Participant deferral / active EE | $8,116 | $2,453+230.9% | $3,537+129.5% | $3,332+143.6% |
| Admin fee / account holder | $1,668 | $3,145-46.9% | $4,561-63.4% | $4,645-64.1% |