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 | $55,419 | $76,367-27.4% | $93,606-40.8% | $72,985-24.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $4,697 | $2,275+106.4% | $2,718+72.8% | $2,440+92.5% |
| Participant deferral / active EE | $2,990 | $3,538-15.5% | $4,069-26.5% | $3,607-17.1% |
| Admin fee / account holder | $3,006 | $6,838-56.0% | $7,888-61.9% | $5,124-41.3% |