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 | $64,070 | $89,355-28.3% | $141,162-54.6% | $72,985-12.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.66% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,179 | $3,114-30.0% | $4,735-54.0% | $2,440-10.7% |
| Participant deferral / active EE | $5,083 | $5,418-6.2% | $6,709-24.2% | $3,607+40.9% |
| Admin fee / account holder | $2,016 | $5,958-66.2% | $10,261-80.4% | $5,124-60.7% |