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 | $67,932 | $71,050-4.4% | $93,606-27.4% | $80,856-16.0% |
| Participation rate | 97.2% | 60.4%+36.8pp | 68.7%+28.5pp | 67.6%+29.6pp |
| Annual return | 12.05% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,045 | $1,564+94.8% | $2,420+25.8% | $2,755+10.5% |
| Participant deferral / active EE | $2,639 | $4,034-34.6% | $4,411-40.2% | $4,296-38.6% |
| Admin fee / account holder | $3,861 | $6,945-44.4% | $8,285-53.4% | $6,918-44.2% |