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 | $61,912 | $84,233-26.5% | $170,442-63.7% | $70,131-11.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.73% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,851 | $3,387-15.8% | $5,433-47.5% | $2,342+21.7% |
| Participant deferral / active EE | $4,794 | $3,086+55.3% | $4,939-3.0% | $3,332+43.9% |
| Admin fee / account holder | $2,714 | $5,698-52.4% | $13,880-80.4% | $4,645-41.6% |