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 | $50,012 | $67,411-25.8% | $91,001-45.0% | $70,131-28.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.31% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,374 | $1,786+32.9% | $2,456-3.3% | $2,342+1.4% |
| Participant deferral / active EE | $2,107 | $2,823-25.4% | $3,547-40.6% | $3,332-36.8% |
| Admin fee / account holder | $2,433 | $4,236-42.6% | $5,417-55.1% | $4,645-47.6% |