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 | $127,653 | $99,341+28.5% | $84,750+50.6% | $273,961-53.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.56% | 22.93%-8.4pp | 22.78%-8.2pp | 41.45%-26.9pp |
| Employer contribution / active EE | $2,158 | $4,214-48.8% | $3,574-39.6% | $4,869-55.7% |
| Participant deferral / active EE | $3,275 | $4,269-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $18,156 | $6,644+173.3% | $5,332+240.5% | $10,132+79.2% |