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 | $82,441 | $86,929-5.2% | $102,423-19.5% | $80,856+2.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.96% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,004 | $2,369+69.0% | $3,023+32.4% | $2,755+45.3% |
| Participant deferral / active EE | $4,054 | $4,118-1.6% | $5,053-19.8% | $4,296-5.6% |
| Admin fee / account holder | $12,465 | $8,049+54.9% | $9,451+31.9% | $6,918+80.2% |