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 | $71,371 | $76,367-6.5% | $93,606-23.8% | $72,985-2.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.20% | 25.82%-7.6pp | 32.76%-14.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $7,461 | $2,275+227.9% | $2,718+174.5% | $2,440+205.8% |
| Participant deferral / active EE | $3,789 | $3,538+7.1% | $4,069-6.9% | $3,607+5.0% |
| Admin fee / account holder | $1,195 | $6,838-82.5% | $7,888-84.9% | $5,124-76.7% |