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 | $60,208 | $118,450-49.2% | $98,439-38.8% | $139,434-56.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.74% | 18.94%-4.2pp | 21.16%-6.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,413 | $3,609-5.4% | $3,048+12.0% | $4,751-28.2% |
| Participant deferral / active EE | $2,978 | $5,392-44.8% | $4,738-37.1% | $6,710-55.6% |
| Admin fee / account holder | $2,671 | $14,026-81.0% | $8,948-70.1% | $11,403-76.6% |