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 | $77,167 | $72,277+6.8% | $101,248-23.8% | $79,858-3.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.48% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $2,064 | $2,692-23.3% | $3,660-43.6% | $2,471-16.5% |
| Participant deferral / active EE | $4,466 | $3,282+36.1% | $4,370+2.2% | $3,740+19.4% |
| Admin fee / account holder | $6,657 | $4,400+51.3% | $5,945+12.0% | $5,306+25.5% |