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 | $64,742 | $49,227+31.5% | $70,449-8.1% | $79,858-18.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.93% | 30.06%-18.1pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,223 | $2,099+5.9% | $2,737-18.8% | $2,471-10.0% |
| Participant deferral / active EE | $3,379 | $2,768+22.1% | $3,709-8.9% | $3,740-9.6% |
| Admin fee / account holder | $1,247 | $2,878-56.7% | $3,845-67.6% | $5,306-76.5% |