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 | $65,506 | $68,547-4.4% | $120,354-45.6% | $80,856-19.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 21.04% | 23.60%-2.6pp | 107.15%-86.1pp | 35.59%-14.5pp |
| Employer contribution / active EE | $3,352 | $2,051+63.4% | $3,463-3.2% | $2,755+21.7% |
| Participant deferral / active EE | $4,820 | $3,173+51.9% | $4,991-3.4% | $4,296+12.2% |
| Admin fee / account holder | $10,487 | $5,732+83.0% | $9,423+11.3% | $6,918+51.6% |