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 | $62,917 | $51,175+22.9% | $70,515-10.8% | $75,163-16.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 14.05% | 30.02%-16.0pp | 32.77%-18.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,851 | $1,826+165.6% | $2,973+63.1% | $2,670+81.7% |
| Participant deferral / active EE | $8,377 | $2,849+194.0% | $4,567+83.4% | $4,125+103.1% |
| Admin fee / account holder | $3,394 | $4,091-17.0% | $6,412-47.1% | $5,651-39.9% |