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 | $71,532 | $125,758-43.1% | $169,993-57.9% | $75,163-4.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.09% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,636 | $4,615+22.1% | $6,785-16.9% | $2,670+111.1% |
| Participant deferral / active EE | $4,839 | $6,837-29.2% | $10,408-53.5% | $4,125+17.3% |
| Admin fee / account holder | $5,404 | $8,173-33.9% | $12,815-57.8% | $5,651-4.4% |