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 | $84,287 | $55,706+51.3% | $75,886+11.1% | $72,985+15.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.64% | 27.59%-4.0pp | 30.76%-7.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,041 | $1,687+21.0% | $2,500-18.4% | $2,440-16.4% |
| Participant deferral / active EE | $4,643 | $2,634+76.3% | $3,603+28.9% | $3,607+28.7% |
| Admin fee / account holder | $2,218 | $3,978-44.3% | $5,418-59.1% | $5,124-56.7% |