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 | $66,598 | $74,927-11.1% | $101,794-34.6% | $84,808-21.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.65% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,309 | $1,522-14.0% | $2,289-42.8% | $2,631-50.2% |
| Participant deferral / active EE | $3,480 | $3,099+12.3% | $4,084-14.8% | $4,212-17.4% |
| Admin fee / account holder | $4,088 | $6,514-37.2% | $8,777-53.4% | $7,344-44.3% |