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 | $78,779 | $82,882-5.0% | $127,761-38.3% | $72,985+7.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 21.18% | 32.20%-11.0pp | 26.14%-5.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,961 | $3,346-11.5% | $4,574-35.3% | $2,440+21.4% |
| Participant deferral / active EE | $4,298 | $4,791-10.3% | $6,021-28.6% | $3,607+19.1% |
| Admin fee / account holder | $12,391 | $6,487+91.0% | $9,395+31.9% | $5,124+141.8% |