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 | $58,589 | $80,717-27.4% | $154,803-62.2% | $84,808-30.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.94% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,395 | $2,761-13.3% | $4,305-44.4% | $2,631-9.0% |
| Participant deferral / active EE | $4,089 | $3,303+23.8% | $5,540-26.2% | $4,212-2.9% |
| Admin fee / account holder | $676 | $6,746-90.0% | $14,329-95.3% | $7,344-90.8% |