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 | $76,403 | $45,073+69.5% | $69,455+10.0% | $72,985+4.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 22.65%-4.6pp | 28.97%-10.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,613 | $2,054-21.4% | $2,779-41.9% | $2,440-33.9% |
| Participant deferral / active EE | $2,020 | $2,602-22.4% | $3,535-42.9% | $3,607-44.0% |
| Admin fee / account holder | $2,274 | $3,056-25.6% | $3,839-40.8% | $5,124-55.6% |