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 | $46,539 | $78,705-40.9% | $117,854-60.5% | $70,131-33.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.03% | 23.30%-10.3pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,529 | $2,223+58.7% | $3,786-6.8% | $2,342+50.6% |
| Participant deferral / active EE | $1,832 | $3,297-44.5% | $4,482-59.1% | $3,332-45.0% |
| Admin fee / account holder | $1,730 | $5,065-65.8% | $8,020-78.4% | $4,645-62.8% |