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 | $60,653 | $161,352-62.4% | $134,172-54.8% | $137,256-55.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.43% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,649 | $4,099-11.0% | $3,420+6.7% | $4,156-12.2% |
| Participant deferral / active EE | $5,732 | $5,552+3.2% | $4,690+22.2% | $6,407-10.5% |
| Admin fee / account holder | $398 | $15,028-97.4% | $12,016-96.7% | $12,270-96.8% |