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 | $56,128 | $58,828-4.6% | $77,999-28.0% | $62,891-10.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.80% | 17.16%-6.4pp | 425.96%-415.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $3,854 | $1,672+130.6% | $2,470+56.0% | $2,281+69.0% |
| Participant deferral / active EE | $4,619 | $2,686+72.0% | $3,497+32.1% | $3,203+44.2% |
| Admin fee / account holder | $5,959 | $4,393+35.6% | $5,480+8.7% | $4,296+38.7% |