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 | $57,078 | $60,022-4.9% | $88,946-35.8% | $84,808-32.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.87% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,614 | $1,703+53.5% | $2,555+2.3% | $2,631-0.6% |
| Participant deferral / active EE | $5,232 | $3,114+68.0% | $4,581+14.2% | $4,212+24.2% |
| Admin fee / account holder | $5,062 | $4,811+5.2% | $8,261-38.7% | $7,344-31.1% |