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 | $58,243 | $60,349-3.5% | $74,183-21.5% | $62,891-7.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.99% | 21.37%-16.4pp | 17.74%-12.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $6,302 | $1,680+275.1% | $2,370+165.9% | $2,281+176.3% |
| Participant deferral / active EE | $3,626 | $2,856+27.0% | $3,550+2.2% | $3,203+13.2% |
| Admin fee / account holder | $1,137 | $4,261-73.3% | $5,586-79.6% | $4,296-73.5% |