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 | $68,182 | $54,762+24.5% | $90,281-24.5% | $72,985-6.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.25% | 30.63%-11.4pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,682 | $2,092+123.7% | $2,854+64.0% | $2,440+91.9% |
| Participant deferral / active EE | $3,791 | $2,887+31.3% | $3,885-2.4% | $3,607+5.1% |
| Admin fee / account holder | $9,722 | $3,972+144.8% | $5,351+81.7% | $5,124+89.7% |