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 | $47,919 | $109,881-56.4% | $150,045-68.1% | $84,808-43.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.10% | 28.25%-10.1pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,087 | $3,561-13.3% | $4,693-34.2% | $2,631+17.3% |
| Participant deferral / active EE | $5,646 | $6,636-14.9% | $7,997-29.4% | $4,212+34.1% |
| Admin fee / account holder | $19,136 | $8,568+123.3% | $13,435+42.4% | $7,344+160.6% |