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 | $61,175 | $69,977-12.6% | $108,579-43.7% | $62,891-2.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.34% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $9,621 | $2,135+350.6% | $3,758+156.0% | $2,281+321.8% |
| Participant deferral / active EE | $4,024 | $3,165+27.1% | $4,311-6.7% | $3,203+25.6% |
| Admin fee / account holder | $1,987 | $5,076-60.9% | $7,645-74.0% | $4,296-53.7% |