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 | $76,242 | $127,065-40.0% | $113,168-32.6% | $142,382-46.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.52% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,094 | $3,442-39.2% | $2,975-29.6% | $4,299-51.3% |
| Participant deferral / active EE | $5,038 | $5,716-11.9% | $5,107-1.4% | $6,507-22.6% |
| Admin fee / account holder | $4,435 | $15,736-71.8% | $12,068-63.3% | $12,624-64.9% |