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 | $77,737 | $86,929-10.6% | $102,423-24.1% | $80,856-3.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.70% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,952 | $2,369+66.8% | $3,023+30.7% | $2,755+43.5% |
| Participant deferral / active EE | $2,820 | $4,118-31.5% | $5,053-44.2% | $4,296-34.3% |
| Admin fee / account holder | $10,309 | $8,049+28.1% | $9,451+9.1% | $6,918+49.0% |