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 | $72,408 | $76,552-5.4% | $123,892-41.6% | $62,891+15.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,540 | $2,883+126.9% | $4,617+41.7% | $2,281+186.7% |
| Participant deferral / active EE | $7,319 | $4,840+51.2% | $5,984+22.3% | $3,203+128.5% |
| Admin fee / account holder | $4,305 | $4,826-10.8% | $8,357-48.5% | $4,296+0.2% |