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 | $35,155 | $86,929-59.6% | $102,423-65.7% | $80,856-56.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.10% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,113 | $2,369-10.8% | $3,023-30.1% | $2,755-23.3% |
| Participant deferral / active EE | $3,588 | $4,118-12.9% | $5,053-29.0% | $4,296-16.5% |
| Admin fee / account holder | $2,893 | $8,049-64.1% | $9,451-69.4% | $6,918-58.2% |