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 | $72,596 | $54,541+33.1% | $78,778-7.8% | $70,131+3.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.11% | 21.07%-8.0pp | 35.62%-22.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,034 | $1,089+86.9% | $1,986+2.4% | $2,342-13.2% |
| Participant deferral / active EE | $2,046 | $2,210-7.4% | $2,958-30.8% | $3,332-38.6% |
| Admin fee / account holder | $743 | $3,709-80.0% | $5,134-85.5% | $4,645-84.0% |