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 | $59,698 | $106,584-44.0% | $101,326-41.1% | $142,382-58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.94% | 36.93%-21.0pp | 36.82%-20.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,255 | $3,956+32.9% | $3,665+43.4% | $4,299+22.2% |
| Participant deferral / active EE | $2,829 | $8,297-65.9% | $7,994-64.6% | $6,507-56.5% |
| Admin fee / account holder | $8,621 | $11,446-24.7% | $11,185-22.9% | $12,624-31.7% |