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 | $72,424 | $81,248-10.9% | $155,509-53.4% | $80,856-10.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 57.05% | 33.31%+23.7pp | 64.67%-7.6pp | 35.59%+21.5pp |
| Employer contribution / active EE | $4,084 | $3,100+31.7% | $4,672-12.6% | $2,755+48.2% |
| Participant deferral / active EE | $4,583 | $3,452+32.8% | $5,626-18.5% | $4,296+6.7% |
| Admin fee / account holder | $4,881 | $7,997-39.0% | $15,912-69.3% | $6,918-29.4% |