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 | $46,931 | $72,277-35.1% | $101,248-53.6% | $79,858-41.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.58% | 22.30%-0.7pp | 46.47%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $12,261 | $2,692+355.5% | $3,660+235.0% | $2,471+396.2% |
| Participant deferral / active EE | $4,227 | $3,282+28.8% | $4,370-3.3% | $3,740+13.0% |
| Admin fee / account holder | $501 | $4,400-88.6% | $5,945-91.6% | $5,306-90.6% |