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 | $71,856 | $72,277-0.6% | $101,248-29.0% | $79,858-10.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.56% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $5,672 | $2,692+110.7% | $3,660+55.0% | $2,471+129.6% |
| Participant deferral / active EE | $2,920 | $3,282-11.0% | $4,370-33.2% | $3,740-21.9% |
| Admin fee / account holder | $4,822 | $4,400+9.6% | $5,945-18.9% | $5,306-9.1% |