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 | $69,677 | $82,882-15.9% | $127,761-45.5% | $72,985-4.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 22.30% | 32.20%-9.9pp | 26.14%-3.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $7,172 | $3,346+114.3% | $4,574+56.8% | $2,440+194.0% |
| Participant deferral / active EE | $5,252 | $4,791+9.6% | $6,021-12.8% | $3,607+45.6% |
| Admin fee / account holder | $7,488 | $6,487+15.4% | $9,395-20.3% | $5,124+46.1% |