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 | $58,237 | $49,227+18.3% | $70,449-17.3% | $79,858-27.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.90% | 30.06%-8.2pp | 109.03%-87.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,762 | $2,099-16.0% | $2,737-35.6% | $2,471-28.7% |
| Participant deferral / active EE | $5,532 | $2,768+99.9% | $3,709+49.2% | $3,740+47.9% |
| Admin fee / account holder | $21,859 | $2,878+659.5% | $3,845+468.5% | $5,306+312.0% |