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 | $51,353 | $49,227+4.3% | $70,449-27.1% | $79,858-35.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.68% | 30.06%-18.4pp | 109.03%-97.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,360 | $2,099+12.4% | $2,737-13.8% | $2,471-4.5% |
| Participant deferral / active EE | $2,245 | $2,768-18.9% | $3,709-39.5% | $3,740-40.0% |
| Admin fee / account holder | $1,607 | $2,878-44.1% | $3,845-58.2% | $5,306-69.7% |