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 | $69,760 | $88,042-20.8% | $138,135-49.5% | $79,858-12.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 12.20% | 20.58%-8.4pp | 20.51%-8.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,728 | $3,103+52.4% | $5,587-15.4% | $2,471+91.4% |
| Participant deferral / active EE | $2,504 | $4,704-46.8% | $6,431-61.1% | $3,740-33.1% |
| Admin fee / account holder | $904 | $7,791-88.4% | $11,856-92.4% | $5,306-83.0% |