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 | $72,318 | $79,944-9.5% | $98,439-26.5% | $75,163-3.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 20.41% | 19.75%+0.7pp | 21.16%-0.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,187 | $2,264+40.8% | $3,048+4.5% | $2,670+19.4% |
| Participant deferral / active EE | $7,125 | $3,752+89.9% | $4,738+50.4% | $4,125+72.7% |
| Admin fee / account holder | $7,143 | $6,840+4.4% | $8,948-20.2% | $5,651+26.4% |