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 6-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 | $60,191 | $73,787-18.4% | $98,716-39.0% | $82,448-27.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.05% | 18.57%+0.5pp | 31.81%-12.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $4,446 | $1,511+194.2% | $2,279+95.1% | $2,551+74.3% |
| Participant deferral / active EE | $11,093 | $3,081+260.0% | $4,048+174.1% | $4,139+168.0% |
| Admin fee / account holder | $1,678 | $6,500-74.2% | $8,703-80.7% | $7,234-76.8% |