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 | $60,717 | $117,983-48.5% | $101,794-40.4% | $142,382-57.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.49% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,393 | $2,773-13.7% | $2,289+4.5% | $4,299-44.3% |
| Participant deferral / active EE | $5,073 | $4,714+7.6% | $4,084+24.2% | $6,507-22.0% |
| Admin fee / account holder | $4,991 | $10,433-52.2% | $8,777-43.1% | $12,624-60.5% |