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 | $58,377 | $78,705-25.8% | $117,854-50.5% | $70,131-16.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 23.44% | 23.30%+0.1pp | 335.08%-311.6pp | 73.14%-49.7pp |
| Employer contribution / active EE | $2,578 | $2,223+16.0% | $3,786-31.9% | $2,342+10.1% |
| Participant deferral / active EE | $3,778 | $3,297+14.6% | $4,482-15.7% | $3,332+13.4% |
| Admin fee / account holder | $4,102 | $5,065-19.0% | $8,020-48.9% | $4,645-11.7% |