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 | $74,321 | $76,552-2.9% | $123,892-40.0% | $62,891+18.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,980 | $2,883+38.1% | $4,617-13.8% | $2,281+74.5% |
| Participant deferral / active EE | $10,652 | $4,840+120.1% | $5,984+78.0% | $3,203+232.6% |
| Admin fee / account holder | $21,625 | $4,826+348.1% | $8,357+158.8% | $4,296+403.4% |