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 | $60,339 | $46,553+29.6% | $64,056-5.8% | $75,163-19.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.61% | 26.03%-13.4pp | 33.69%-21.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,713 | $1,974-13.2% | $2,747-37.6% | $2,670-35.8% |
| Participant deferral / active EE | $4,393 | $2,837+54.9% | $3,880+13.2% | $4,125+6.5% |
| Admin fee / account holder | $7,819 | $2,952+164.9% | $3,068+154.9% | $5,651+38.4% |