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 | $62,452 | $58,828+6.2% | $77,999-19.9% | $62,891-0.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.56% | 17.16%-4.6pp | 425.96%-413.4pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,353 | $1,672-19.1% | $2,470-45.2% | $2,281-40.7% |
| Participant deferral / active EE | $3,302 | $2,686+22.9% | $3,497-5.6% | $3,203+3.1% |
| Admin fee / account holder | $4,727 | $4,393+7.6% | $5,480-13.7% | $4,296+10.1% |