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 | $58,427 | $57,065+2.4% | $75,670-22.8% | $70,131-16.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.80% | 23.57%-6.8pp | 27.34%-10.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,838 | $1,817+276.5% | $2,352+190.8% | $2,342+191.9% |
| Participant deferral / active EE | $3,642 | $2,580+41.2% | $3,142+15.9% | $3,332+9.3% |
| Admin fee / account holder | $2,850 | $3,825-25.5% | $5,800-50.9% | $4,645-38.6% |