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 | $56,285 | $49,177+14.5% | $79,464-29.2% | $64,186-12.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 5.71% | -1.16%+6.9pp | 718.14%-712.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $3,750 | $2,076+80.6% | $2,800+33.9% | $2,381+57.5% |
| Participant deferral / active EE | $1,149 | $2,821-59.3% | $3,704-69.0% | $3,470-66.9% |
| Admin fee / account holder | $6,477 | $3,839+68.7% | $5,113+26.7% | $4,888+32.5% |