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 | $60,951 | $49,227+23.8% | $70,449-13.5% | $79,858-23.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.28% | 30.06%-21.8pp | 109.03%-100.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,431 | $2,099+15.8% | $2,737-11.2% | $2,471-1.6% |
| Participant deferral / active EE | $3,490 | $2,768+26.1% | $3,709-5.9% | $3,740-6.7% |
| Admin fee / account holder | $13,123 | $2,878+356.0% | $3,845+241.3% | $5,306+147.3% |