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 | $77,219 | $153,772-49.8% | $133,980-42.4% | $273,961-71.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 24.42% | 36.51%-12.1pp | 29.30%-4.9pp | 41.45%-17.0pp |
| Employer contribution / active EE | $1,770 | $6,029-70.6% | $5,211-66.0% | $4,869-63.6% |
| Participant deferral / active EE | $4,180 | $6,958-39.9% | $6,282-33.5% | $5,287-20.9% |
| Admin fee / account holder | $18,327 | $11,765+55.8% | $9,324+96.5% | $10,132+80.9% |