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 | $61,646 | $72,277-14.7% | $101,248-39.1% | $79,858-22.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.49% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,021 | $2,692-24.9% | $3,660-44.8% | $2,471-18.2% |
| Participant deferral / active EE | $3,657 | $3,282+11.5% | $4,370-16.3% | $3,740-2.2% |
| Admin fee / account holder | $933 | $4,400-78.8% | $5,945-84.3% | $5,306-82.4% |