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 | $56,268 | $43,075+30.6% | $74,583-24.6% | $62,891-10.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 12.23% | 17.50%-5.3pp | 20.47%-8.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,309 | $1,498-12.6% | $2,525-48.2% | $2,281-42.6% |
| Participant deferral / active EE | $3,537 | $2,389+48.0% | $3,458+2.3% | $3,203+10.4% |
| Admin fee / account holder | $428 | $2,840-84.9% | $4,138-89.7% | $4,296-90.0% |