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 | $85,361 | $72,277+18.1% | $101,248-15.7% | $79,858+6.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.86% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,346 | $2,692-50.0% | $3,660-63.2% | $2,471-45.5% |
| Participant deferral / active EE | $8,096 | $3,282+146.7% | $4,370+85.2% | $3,740+116.5% |
| Admin fee / account holder | $1,956 | $4,400-55.6% | $5,945-67.1% | $5,306-63.1% |