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 | $69,395 | $86,929-20.2% | $102,423-32.2% | $80,856-14.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.06% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,402 | $2,369+1.4% | $3,023-20.6% | $2,755-12.8% |
| Participant deferral / active EE | $3,042 | $4,118-26.1% | $5,053-39.8% | $4,296-29.2% |
| Admin fee / account holder | $9,977 | $8,049+23.9% | $9,451+5.6% | $6,918+44.2% |