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 | $53,187 | $49,227+8.0% | $70,449-24.5% | $79,858-33.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.47% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,275 | $2,099+8.4% | $2,737-16.9% | $2,471-7.9% |
| Participant deferral / active EE | $1,582 | $2,768-42.9% | $3,709-57.4% | $3,740-57.7% |
| Admin fee / account holder | $1,566 | $2,878-45.6% | $3,845-59.3% | $5,306-70.5% |