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 | $78,008 | $58,512+33.3% | $84,015-7.2% | $72,985+6.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 48.52% | 28.93%+19.6pp | 71.31%-22.8pp | 81.00%-32.5pp |
| Employer contribution / active EE | $6,290 | $1,163+440.9% | $1,983+217.1% | $2,440+157.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,945 | $4,569-35.6% | $6,101-51.7% | $5,124-42.5% |