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 | $61,451 | $110,257-44.3% | $96,544-36.3% | $139,434-55.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 26.17% | 26.32%-0.1pp | 25.84%+0.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $7,983 | $3,620+120.5% | $2,965+169.2% | $4,751+68.0% |
| Participant deferral / active EE | $8,162 | $5,548+47.1% | $4,851+68.3% | $6,710+21.6% |
| Admin fee / account holder | $9,307 | $11,591-19.7% | $8,252+12.8% | $11,403-18.4% |