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 | $62,337 | $65,685-5.1% | $57,179+9.0% | $273,961-77.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.79% | 21.99%-14.2pp | 14.59%-6.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,115 | $3,279+86.5% | $2,682+128.0% | $4,869+25.6% |
| Participant deferral / active EE | $16,600 | $3,782+339.0% | $3,096+436.2% | $5,287+214.0% |
| Admin fee / account holder | $547 | $4,835-88.7% | $3,139-82.6% | $10,132-94.6% |