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 | $59,137 | $45,073+31.2% | $69,455-14.9% | $72,985-19.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 22.65%-4.7pp | 28.97%-11.0pp | 81.00%-63.1pp |
| Employer contribution / active EE | $4,776 | $2,054+132.5% | $2,779+71.9% | $2,440+95.8% |
| Participant deferral / active EE | $2,715 | $2,602+4.3% | $3,535-23.2% | $3,607-24.8% |
| Admin fee / account holder | $1,534 | $3,056-49.8% | $3,839-60.0% | $5,124-70.1% |