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 | $64,784 | $77,813-16.7% | $123,544-47.6% | $64,186+0.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.24% | 12.48%-9.2pp | 119.20%-116.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $7,434 | $3,014+146.6% | $4,628+60.6% | $2,381+212.2% |
| Participant deferral / active EE | $10,404 | $5,240+98.6% | $6,426+61.9% | $3,470+199.9% |
| Admin fee / account holder | $2,245 | $5,519-59.3% | $9,284-75.8% | $4,888-54.1% |