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 | $72,978 | $45,863+59.1% | $77,024-5.3% | $68,494+6.5% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | 29.50% | 1.72%+27.8pp | 42.32%-12.8pp | -7.84%+37.3pp |
| Employer contribution / active EE | $11,618 | $1,650+604.3% | $2,812+313.1% | $2,596+347.5% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,843 | $3,041-6.5% | $5,425-47.6% | $5,403-47.4% |