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 | $77,925 | $93,571-16.7% | $135,903-42.7% | $75,163+3.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.94% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,281 | $3,537-7.2% | $4,856-32.4% | $2,670+22.9% |
| Participant deferral / active EE | $5,513 | $6,404-13.9% | $7,758-28.9% | $4,125+33.7% |
| Admin fee / account holder | $2,795 | $6,975-59.9% | $10,762-74.0% | $5,651-50.5% |