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 | $58,878 | $49,227+19.6% | $70,449-16.4% | $79,858-26.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.98% | 30.06%-16.1pp | 109.03%-95.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,978 | $2,099+41.9% | $2,737+8.8% | $2,471+20.5% |
| Participant deferral / active EE | $3,920 | $2,768+41.6% | $3,709+5.7% | $3,740+4.8% |
| Admin fee / account holder | $1,417 | $2,878-50.7% | $3,845-63.1% | $5,306-73.3% |