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 | $78,549 | $117,983-33.4% | $101,794-22.8% | $142,382-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.72% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,643 | $2,773-4.7% | $2,289+15.5% | $4,299-38.5% |
| Participant deferral / active EE | $5,917 | $4,714+25.5% | $4,084+44.9% | $6,507-9.1% |
| Admin fee / account holder | $5,429 | $10,433-48.0% | $8,777-38.1% | $12,624-57.0% |