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 | $69,167 | $68,719+0.7% | $91,541-24.4% | $84,808-18.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.66% | 19.12%-2.5pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $12,562 | $1,920+554.3% | $2,505+401.5% | $2,631+377.5% |
| Participant deferral / active EE | $1,265 | $3,136-59.7% | $4,008-68.4% | $4,212-70.0% |
| Admin fee / account holder | $5,035 | $5,786-13.0% | $6,956-27.6% | $7,344-31.4% |