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 | $62,580 | $54,762+14.3% | $90,281-30.7% | $72,985-14.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.77% | 30.63%-5.9pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,341 | $2,092+107.5% | $2,854+52.1% | $2,440+77.9% |
| Participant deferral / active EE | $6,391 | $2,887+121.4% | $3,885+64.5% | $3,607+77.2% |
| Admin fee / account holder | $16,310 | $3,972+310.6% | $5,351+204.8% | $5,124+218.3% |