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 | $57,869 | $127,065-54.5% | $113,168-48.9% | $142,382-59.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.92% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,582 | $3,442-54.0% | $2,975-46.8% | $4,299-63.2% |
| Participant deferral / active EE | $5,229 | $5,716-8.5% | $5,107+2.4% | $6,507-19.6% |
| Admin fee / account holder | $1,778 | $15,736-88.7% | $12,068-85.3% | $12,624-85.9% |