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 | $74,505 | $86,929-14.3% | $102,423-27.3% | $80,856-7.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.41% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,651 | $2,369+54.1% | $3,023+20.8% | $2,755+32.5% |
| Participant deferral / active EE | $7,840 | $4,118+90.4% | $5,053+55.1% | $4,296+82.5% |
| Admin fee / account holder | $683 | $8,049-91.5% | $9,451-92.8% | $6,918-90.1% |