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 | $104,363 | $76,367+36.7% | $93,606+11.5% | $72,985+43.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.27% | 25.82%-6.5pp | 32.76%-13.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,814 | $2,275-20.3% | $2,718-33.3% | $2,440-25.6% |
| Participant deferral / active EE | $3,198 | $3,538-9.6% | $4,069-21.4% | $3,607-11.3% |
| Admin fee / account holder | $4,828 | $6,838-29.4% | $7,888-38.8% | $5,124-5.8% |