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 | $68,548 | $58,627+16.9% | $76,735-10.7% | $82,448-16.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.91% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,384 | $1,729-20.0% | $2,454-43.6% | $2,551-45.7% |
| Participant deferral / active EE | $6,812 | $3,134+117.4% | $4,088+66.6% | $4,139+64.6% |
| Admin fee / account holder | $695 | $5,323-86.9% | $7,189-90.3% | $7,234-90.4% |