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 | $56,887 | $128,603-55.8% | $197,124-71.1% | $67,986-16.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 19.49% | 23.77%-4.3pp | 44.34%-24.9pp | 31.67%-12.2pp |
| Employer contribution / active EE | $3,899 | $4,379-11.0% | $6,227-37.4% | $2,019+93.1% |
| Participant deferral / active EE | $7,197 | $6,840+5.2% | $9,135-21.2% | $3,358+114.3% |
| Admin fee / account holder | $2,413 | $3,035-20.5% | $16,298-85.2% | $3,203-24.7% |