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 | $72,211 | $74,927-3.6% | $101,794-29.1% | $84,808-14.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,691 | $1,522+11.1% | $2,289-26.1% | $2,631-35.7% |
| Participant deferral / active EE | $3,800 | $3,099+22.6% | $4,084-7.0% | $4,212-9.8% |
| Admin fee / account holder | $23,129 | $6,514+255.1% | $8,777+163.5% | $7,344+214.9% |