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 | $76,210 | $123,793-38.4% | $177,821-57.1% | $79,858-4.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.80% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,708 | $4,095-9.5% | $5,918-37.4% | $2,471+50.1% |
| Participant deferral / active EE | $3,930 | $5,956-34.0% | $7,714-49.1% | $3,740+5.1% |
| Admin fee / account holder | $1,887 | $7,243-73.9% | $12,427-84.8% | $5,306-64.4% |