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 | $64,988 | $123,793-47.5% | $177,821-63.5% | $79,858-18.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.88% | 22.82%-2.9pp | 48.32%-28.4pp | 31.71%-11.8pp |
| Employer contribution / active EE | $6,035 | $4,095+47.4% | $5,918+2.0% | $2,471+144.3% |
| Participant deferral / active EE | $5,334 | $5,956-10.5% | $7,714-30.9% | $3,740+42.6% |
| Admin fee / account holder | $3,232 | $7,243-55.4% | $12,427-74.0% | $5,306-39.1% |