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 | $84,989 | $76,367+11.3% | $93,606-9.2% | $72,985+16.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.50% | 25.82%-8.3pp | 32.76%-15.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,018 | $2,275-11.3% | $2,718-25.8% | $2,440-17.3% |
| Participant deferral / active EE | $4,241 | $3,538+19.9% | $4,069+4.2% | $3,607+17.6% |
| Admin fee / account holder | $2,098 | $6,838-69.3% | $7,888-73.4% | $5,124-59.1% |