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 | $73,827 | $86,929-15.1% | $102,423-27.9% | $80,856-8.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.02% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,052 | $2,369+28.8% | $3,023+1.0% | $2,755+10.8% |
| Participant deferral / active EE | $3,630 | $4,118-11.8% | $5,053-28.2% | $4,296-15.5% |
| Admin fee / account holder | $14,246 | $8,049+77.0% | $9,451+50.7% | $6,918+105.9% |