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 | $57,357 | $73,933-22.4% | $96,683-40.7% | $75,163-23.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.15% | 26.70%-8.6pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,783 | $2,928-5.0% | $3,737-25.5% | $2,670+4.2% |
| Participant deferral / active EE | $3,268 | $3,659-10.7% | $4,878-33.0% | $4,125-20.8% |
| Admin fee / account holder | $591 | $5,216-88.7% | $6,730-91.2% | $5,651-89.5% |