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 | $54,239 | $48,364+12.1% | $71,796-24.5% | $62,891-13.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.87% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,786 | $1,042+71.4% | $1,924-7.2% | $2,281-21.7% |
| Participant deferral / active EE | $2,835 | $2,091+35.5% | $2,794+1.4% | $3,203-11.5% |
| Admin fee / account holder | $1,190 | $3,771-68.4% | $4,815-75.3% | $4,296-72.3% |