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 | $140,478 | $76,367+84.0% | $93,606+50.1% | $72,985+92.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.00% | 25.82%-3.8pp | 32.76%-10.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,327 | $2,275-41.7% | $2,718-51.2% | $2,440-45.6% |
| Participant deferral / active EE | $3,483 | $3,538-1.6% | $4,069-14.4% | $3,607-3.5% |
| Admin fee / account holder | $2,746 | $6,838-59.8% | $7,888-65.2% | $5,124-46.4% |