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 | $71,583 | $58,627+22.1% | $76,735-6.7% | $82,448-13.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.43% | 39.10%-23.7pp | 29.77%-14.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,728 | $1,729+57.8% | $2,454+11.2% | $2,551+6.9% |
| Participant deferral / active EE | $4,196 | $3,134+33.9% | $4,088+2.6% | $4,139+1.4% |
| Admin fee / account holder | $1,785 | $5,323-66.5% | $7,189-75.2% | $7,234-75.3% |