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 | $62,859 | $55,706+12.8% | $75,886-17.2% | $72,985-13.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.71% | 27.59%-3.9pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,795 | $1,687+65.7% | $2,500+11.8% | $2,440+14.5% |
| Participant deferral / active EE | $2,943 | $2,634+11.7% | $3,603-18.3% | $3,607-18.4% |
| Admin fee / account holder | $2,393 | $3,978-39.9% | $5,418-55.8% | $5,124-53.3% |