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 | $71,595 | $76,367-6.2% | $93,606-23.5% | $72,985-1.9% |
| Participation rate | 92.2% | 71.7%+20.4pp | 75.8%+16.3pp | 69.5%+22.7pp |
| Annual return | 20.57% | 25.82%-5.2pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,999 | $2,275-12.1% | $2,718-26.4% | $2,440-18.1% |
| Participant deferral / active EE | $6,179 | $3,538+74.6% | $4,069+51.9% | $3,607+71.3% |
| Admin fee / account holder | $42,926 | $6,838+527.7% | $7,888+444.2% | $5,124+737.7% |