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 | $100,480 | $45,073+122.9% | $69,455+44.7% | $72,985+37.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.54% | 22.65%-6.1pp | 28.97%-12.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,993 | $2,054-3.0% | $2,779-28.3% | $2,440-18.3% |
| Participant deferral / active EE | $2,459 | $2,602-5.5% | $3,535-30.5% | $3,607-31.8% |
| Admin fee / account holder | $8,134 | $3,056+166.2% | $3,839+111.9% | $5,124+58.7% |