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 | $51,485 | $86,929-40.8% | $102,423-49.7% | $80,856-36.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.01% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,075 | $2,369-12.4% | $3,023-31.4% | $2,755-24.7% |
| Participant deferral / active EE | $1,900 | $4,118-53.9% | $5,053-62.4% | $4,296-55.8% |
| Admin fee / account holder | $8,355 | $8,049+3.8% | $9,451-11.6% | $6,918+20.8% |