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 | $56,836 | $43,075+31.9% | $74,583-23.8% | $62,891-9.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.99% | 17.50%-11.5pp | 20.47%-14.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,866 | $1,498+91.3% | $2,525+13.5% | $2,281+25.6% |
| Participant deferral / active EE | $8,114 | $2,389+239.6% | $3,458+134.6% | $3,203+153.3% |
| Admin fee / account holder | $6,930 | $2,840+144.0% | $4,138+67.5% | $4,296+61.3% |