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 | $58,710 | $43,327+35.5% | $59,878-2.0% | $64,186-8.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 22.27% | -1.55%+23.8pp | 3.46%+18.8pp | 7.63%+14.6pp |
| Employer contribution / active EE | $2,033 | $2,028+0.2% | $2,722-25.3% | $2,381-14.6% |
| Participant deferral / active EE | $3,351 | $2,546+31.6% | $3,402-1.5% | $3,470-3.4% |
| Admin fee / account holder | $4,704 | $3,005+56.5% | $3,590+31.0% | $4,888-3.8% |