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 | $61,951 | $49,227+25.8% | $70,449-12.1% | $79,858-22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.17% | 30.06%-17.9pp | 109.03%-96.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,382 | $2,099-34.2% | $2,737-49.5% | $2,471-44.1% |
| Participant deferral / active EE | $2,750 | $2,768-0.6% | $3,709-25.9% | $3,740-26.5% |
| Admin fee / account holder | $1,836 | $2,878-36.2% | $3,845-52.2% | $5,306-65.4% |