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 | $70,177 | $67,606+3.8% | $82,313-14.7% | $70,131+0.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.89% | 21.57%-1.7pp | 25.88%-6.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,493 | $1,755-14.9% | $2,428-38.5% | $2,342-36.2% |
| Participant deferral / active EE | $2,560 | $2,987-14.3% | $3,706-30.9% | $3,332-23.2% |
| Admin fee / account holder | $606 | $4,512-86.6% | $5,608-89.2% | $4,645-87.0% |