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 | $74,087 | $86,929-14.8% | $102,423-27.7% | $80,856-8.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.13% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,022 | $2,369+27.5% | $3,023-0.1% | $2,755+9.7% |
| Participant deferral / active EE | $6,017 | $4,118+46.1% | $5,053+19.1% | $4,296+40.1% |
| Admin fee / account holder | $8,721 | $8,049+8.3% | $9,451-7.7% | $6,918+26.1% |