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 | $60,497 | $72,177-16.2% | $115,037-47.4% | $59,632+1.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.21% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $3,123 | $2,841+9.9% | $4,608-32.2% | $2,203+41.8% |
| Participant deferral / active EE | $5,623 | $4,783+17.6% | $6,026-6.7% | $3,192+76.2% |
| Admin fee / account holder | $1,897 | $4,927-61.5% | $8,175-76.8% | $4,297-55.9% |