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 | $72,946 | $67,411+8.2% | $91,001-19.8% | $70,131+4.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,687 | $1,786+50.4% | $2,456+9.4% | $2,342+14.7% |
| Participant deferral / active EE | $2,746 | $2,823-2.7% | $3,547-22.6% | $3,332-17.6% |
| Admin fee / account holder | $3,533 | $4,236-16.6% | $5,417-34.8% | $4,645-24.0% |