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 | $75,823 | $75,963-0.2% | $97,995-22.6% | $70,131+8.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 35.33% | 19.26%+16.1pp | 23.94%+11.4pp | 73.14%-37.8pp |
| Employer contribution / active EE | $3,259 | $3,278-0.6% | $4,158-21.6% | $2,342+39.1% |
| Participant deferral / active EE | $3,553 | $4,053-12.3% | $5,097-30.3% | $3,332+6.7% |
| Admin fee / account holder | $4,078 | $5,407-24.6% | $5,943-31.4% | $4,645-12.2% |