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 | $80,974 | $72,277+12.0% | $101,248-20.0% | $79,858+1.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.30% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $5,635 | $2,692+109.4% | $3,660+54.0% | $2,471+128.1% |
| Participant deferral / active EE | $1,633 | $3,282-50.2% | $4,370-62.6% | $3,740-56.3% |
| Admin fee / account holder | $5,525 | $4,400+25.6% | $5,945-7.1% | $5,306+4.1% |