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 | $75,006 | $68,719+9.2% | $91,541-18.1% | $84,808-11.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.04% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,373 | $1,920+23.6% | $2,505-5.3% | $2,631-9.8% |
| Participant deferral / active EE | $3,687 | $3,136+17.6% | $4,008-8.0% | $4,212-12.4% |
| Admin fee / account holder | $9,540 | $5,786+64.9% | $6,956+37.1% | $7,344+29.9% |