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 | $77,761 | $67,411+15.4% | $91,001-14.5% | $70,131+10.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.69% | -40.16%+53.9pp | 4.60%+9.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,496 | $1,786-16.3% | $2,456-39.1% | $2,342-36.2% |
| Participant deferral / active EE | $4,707 | $2,823+66.7% | $3,547+32.7% | $3,332+41.3% |
| Admin fee / account holder | $1,953 | $4,236-53.9% | $5,417-63.9% | $4,645-58.0% |