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 | $69,536 | $76,367-8.9% | $93,606-25.7% | $72,985-4.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.46% | 25.82%-1.4pp | 32.76%-8.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,285 | $2,275+44.4% | $2,718+20.9% | $2,440+34.7% |
| Participant deferral / active EE | $4,001 | $3,538+13.1% | $4,069-1.7% | $3,607+10.9% |
| Admin fee / account holder | $2,137 | $6,838-68.7% | $7,888-72.9% | $5,124-58.3% |