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 | $70,271 | $65,041+8.0% | $90,951-22.7% | $79,858-12.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.24% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,771 | $1,247+122.2% | $2,122+30.6% | $2,471+12.1% |
| Participant deferral / active EE | $3,930 | $2,512+56.4% | $3,373+16.5% | $3,740+5.1% |
| Admin fee / account holder | $1,142 | $4,536-74.8% | $5,959-80.8% | $5,306-78.5% |