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 | $61,234 | $56,053+9.2% | $75,972-19.4% | $80,856-24.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 18.52% | 20.53%-2.0pp | 359.55%-341.0pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,302 | $1,874+22.9% | $2,685-14.2% | $2,755-16.4% |
| Participant deferral / active EE | $3,331 | $3,052+9.2% | $4,255-21.7% | $4,296-22.5% |
| Admin fee / account holder | $3,992 | $5,234-23.7% | $6,467-38.3% | $6,918-42.3% |