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 | $78,982 | $86,929-9.1% | $102,423-22.9% | $80,856-2.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.47% | 18.88%+1.6pp | 29.32%-8.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,977 | $2,369+25.6% | $3,023-1.5% | $2,755+8.1% |
| Participant deferral / active EE | $3,672 | $4,118-10.8% | $5,053-27.3% | $4,296-14.5% |
| Admin fee / account holder | $2,266 | $8,049-71.9% | $9,451-76.0% | $6,918-67.2% |