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 | $59,763 | $76,367-21.7% | $93,606-36.2% | $72,985-18.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.61% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,414 | $2,275+6.1% | $2,718-11.2% | $2,440-1.0% |
| Participant deferral / active EE | $4,404 | $3,538+24.5% | $4,069+8.2% | $3,607+22.1% |
| Admin fee / account holder | $4,075 | $6,838-40.4% | $7,888-48.3% | $5,124-20.5% |