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 | $60,995 | $47,944+27.2% | $67,834-10.1% | $62,891-3.0% |
| Participation rate | 92.9% | 61.1%+31.8pp | 68.8%+24.1pp | 69.3%+23.6pp |
| Annual return | 7.16% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,116 | $1,562+163.5% | $2,403+71.3% | $2,281+80.5% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,864 | $3,712-22.8% | $4,622-38.0% | $4,296-33.3% |