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 | $69,555 | $71,050-2.1% | $93,606-25.7% | $80,856-14.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.24% | 11.26%-1.0pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,467 | $1,564+57.8% | $2,420+1.9% | $2,755-10.5% |
| Participant deferral / active EE | $5,546 | $4,034+37.5% | $4,411+25.7% | $4,296+29.1% |
| Admin fee / account holder | $1,453 | $6,945-79.1% | $8,285-82.5% | $6,918-79.0% |