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 | $59,871 | $48,076+24.5% | $78,689-23.9% | $62,891-4.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.92% | 31.35%-21.4pp | 62.18%-52.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,741 | $2,015+85.7% | $2,851+31.2% | $2,281+64.0% |
| Participant deferral / active EE | $1,997 | $2,588-22.8% | $3,517-43.2% | $3,203-37.7% |
| Admin fee / account holder | $9,037 | $3,207+181.8% | $4,510+100.4% | $4,296+110.4% |