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 | $105,346 | $138,347-23.9% | $184,203-42.8% | $80,856+30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.44% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,577 | $4,850-46.9% | $6,427-59.9% | $2,755-6.5% |
| Participant deferral / active EE | $5,945 | $7,071-15.9% | $9,131-34.9% | $4,296+38.4% |
| Admin fee / account holder | $2,430 | $10,483-76.8% | $13,901-82.5% | $6,918-64.9% |