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 | $61,025 | $86,929-29.8% | $102,423-40.4% | $80,856-24.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.69% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,162 | $2,369+33.4% | $3,023+4.6% | $2,755+14.8% |
| Participant deferral / active EE | $3,374 | $4,118-18.1% | $5,053-33.2% | $4,296-21.5% |
| Admin fee / account holder | $6,846 | $8,049-14.9% | $9,451-27.6% | $6,918-1.0% |