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 | $64,735 | $86,929-25.5% | $102,423-36.8% | $80,856-19.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.63% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,730 | $2,369+15.2% | $3,023-9.7% | $2,755-0.9% |
| Participant deferral / active EE | $8,136 | $4,118+97.5% | $5,053+61.0% | $4,296+89.4% |
| Admin fee / account holder | $8,317 | $8,049+3.3% | $9,451-12.0% | $6,918+20.2% |