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 | $66,650 | $54,762+21.7% | $90,281-26.2% | $72,985-8.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.22% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,650 | $2,092+265.6% | $2,854+168.0% | $2,440+213.6% |
| Participant deferral / active EE | $1,220 | $2,887-57.8% | $3,885-68.6% | $3,607-66.2% |
| Admin fee / account holder | $4,759 | $3,972+19.8% | $5,351-11.1% | $5,124-7.1% |