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 | $62,571 | $59,839+4.6% | $81,983-23.7% | $79,858-21.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 20.47% | 17.56%+2.9pp | 41.31%-20.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,317 | $1,713-23.1% | $2,498-47.3% | $2,471-46.7% |
| Participant deferral / active EE | $4,720 | $2,695+75.1% | $3,722+26.8% | $3,740+26.2% |
| Admin fee / account holder | $4,656 | $4,287+8.6% | $5,664-17.8% | $5,306-12.3% |