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 | $79,454 | $53,777+47.7% | $134,143-40.8% | $79,858-0.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.27% | 19.01%-7.7pp | 36.33%-25.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,873 | $1,321+41.7% | $3,704-49.4% | $2,471-24.2% |
| Participant deferral / active EE | $4,476 | $2,420+85.0% | $3,499+27.9% | $3,740+19.7% |
| Admin fee / account holder | $27,626 | $3,984+593.4% | $6,684+313.3% | $5,306+420.6% |