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 | $66,136 | $45,035+46.9% | $62,995+5.0% | $70,131-5.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.46% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,317 | $2,051-35.8% | $2,759-52.3% | $2,342-43.8% |
| Participant deferral / active EE | $3,834 | $2,465+55.6% | $3,329+15.2% | $3,332+15.1% |
| Admin fee / account holder | $9,393 | $2,834+231.4% | $3,600+160.9% | $4,645+102.2% |