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 | $77,519 | $77,634-0.1% | $156,549-50.5% | $62,891+23.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.01% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,935 | $3,444-14.8% | $5,501-46.6% | $2,281+28.7% |
| Participant deferral / active EE | $5,324 | $3,045+74.8% | $4,871+9.3% | $3,203+66.2% |
| Admin fee / account holder | $3,910 | $5,561-29.7% | $13,027-70.0% | $4,296-9.0% |