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 | $65,025 | $60,349+7.7% | $74,183-12.3% | $62,891+3.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.40% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,571 | $1,680+53.0% | $2,370+8.5% | $2,281+12.7% |
| Participant deferral / active EE | $2,092 | $2,856-26.8% | $3,550-41.1% | $3,203-34.7% |
| Admin fee / account holder | $4,701 | $4,261+10.3% | $5,586-15.8% | $4,296+9.4% |