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 | $67,498 | $74,089-8.9% | $133,980-49.6% | $55,167+22.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.73% | 12.11%-2.4pp | 29.30%-19.6pp | 169.23%-159.5pp |
| Employer contribution / active EE | $4,313 | $3,064+40.8% | $5,211-17.2% | $1,963+119.8% |
| Participant deferral / active EE | $3,081 | $4,678-34.1% | $6,282-51.0% | $3,054+0.9% |
| Admin fee / account holder | $4,256 | $458+828.9% | $9,324-54.4% | $504+744.6% |