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 | $59,743 | $58,828+1.6% | $77,999-23.4% | $62,891-5.0% |
| Participation rate | 94.1% | 71.1%+23.1pp | 75.5%+18.6pp | 69.3%+24.8pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,114 | $1,672+86.3% | $2,470+26.1% | $2,281+36.5% |
| Participant deferral / active EE | $2,286 | $2,686-14.9% | $3,497-34.6% | $3,203-28.6% |
| Admin fee / account holder | $2,664 | $4,393-39.4% | $5,480-51.4% | $4,296-38.0% |