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 | $52,917 | $65,041-18.6% | $90,951-41.8% | $79,858-33.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.61% | 30.45%-19.8pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,878 | $1,247+130.7% | $2,122+35.6% | $2,471+16.5% |
| Participant deferral / active EE | $3,088 | $2,512+22.9% | $3,373-8.5% | $3,740-17.4% |
| Admin fee / account holder | $6,535 | $4,536+44.1% | $5,959+9.7% | $5,306+23.1% |