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 | $65,744 | $58,828+11.8% | $77,999-15.7% | $62,891+4.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.81% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,598 | $1,672+55.4% | $2,470+5.2% | $2,281+13.9% |
| Participant deferral / active EE | $6,282 | $2,686+133.9% | $3,497+79.7% | $3,203+96.1% |
| Admin fee / account holder | $1,481 | $4,393-66.3% | $5,480-73.0% | $4,296-65.5% |