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 | $82,887 | $85,022-2.5% | $70,515+17.5% | $139,434-40.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.23% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,231 | $3,909+33.8% | $2,973+75.9% | $4,751+10.1% |
| Participant deferral / active EE | $5,963 | $5,890+1.2% | $4,567+30.6% | $6,710-11.1% |
| Admin fee / account holder | $5,822 | $8,906-34.6% | $6,412-9.2% | $11,403-48.9% |