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 | $100,161 | $45,073+122.2% | $69,455+44.2% | $72,985+37.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.44% | 22.65%-7.2pp | 28.97%-13.5pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,860 | $2,054-9.4% | $2,779-33.1% | $2,440-23.7% |
| Participant deferral / active EE | $4,067 | $2,602+56.3% | $3,535+15.0% | $3,607+12.7% |
| Admin fee / account holder | $9,874 | $3,056+223.1% | $3,839+157.2% | $5,124+92.7% |