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 | $75,474 | $86,929-13.2% | $102,423-26.3% | $80,856-6.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.04% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,843 | $2,369-22.2% | $3,023-39.0% | $2,755-33.1% |
| Participant deferral / active EE | $8,134 | $4,118+97.5% | $5,053+61.0% | $4,296+89.4% |
| Admin fee / account holder | $4,735 | $8,049-41.2% | $9,451-49.9% | $6,918-31.5% |