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 | $82,818 | $86,929-4.7% | $102,423-19.1% | $80,856+2.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.45% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,031 | $2,369+112.3% | $3,023+66.4% | $2,755+82.6% |
| Participant deferral / active EE | $10,143 | $4,118+146.3% | $5,053+100.7% | $4,296+136.1% |
| Admin fee / account holder | $5,860 | $8,049-27.2% | $9,451-38.0% | $6,918-15.3% |