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 | $28,057 | $25,014+12.2% | $69,647-59.7% | $80,856-65.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 17.77% | 19.07%-1.3pp | 100.48%-82.7pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,151 | $993+116.6% | $1,712+25.6% | $2,755-21.9% |
| Participant deferral / active EE | $2,784 | $1,839+51.4% | $2,886-3.5% | $4,296-35.2% |
| Admin fee / account holder | $379 | $2,488-84.8% | $4,713-92.0% | $6,918-94.5% |