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 | $51,997 | $47,848+8.7% | $81,478-36.2% | $70,131-25.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.16% | 27.25%-12.1pp | 38.78%-23.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,299 | $1,527+181.5% | $2,568+67.4% | $2,342+83.5% |
| Participant deferral / active EE | $6,155 | $2,453+150.9% | $3,537+74.0% | $3,332+84.7% |
| Admin fee / account holder | $3,939 | $3,145+25.3% | $4,561-13.6% | $4,645-15.2% |