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 | $72,401 | $76,367-5.2% | $93,606-22.7% | $72,985-0.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.05% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,639 | $2,275-28.0% | $2,718-39.7% | $2,440-32.8% |
| Participant deferral / active EE | $2,423 | $3,538-31.5% | $4,069-40.5% | $3,607-32.8% |
| Admin fee / account holder | $3,244 | $6,838-52.6% | $7,888-58.9% | $5,124-36.7% |