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 | $51,741 | $53,127-2.6% | $86,590-40.2% | $70,131-26.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.76% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,729 | $2,068+32.0% | $2,839-3.9% | $2,342+16.5% |
| Participant deferral / active EE | $5,495 | $2,696+103.8% | $3,609+52.3% | $3,332+64.9% |
| Admin fee / account holder | $1,594 | $3,585-55.5% | $4,906-67.5% | $4,645-65.7% |