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 | $61,390 | $117,983-48.0% | $101,794-39.7% | $142,382-56.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.57% | 36.92%-23.3pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,670 | $2,773-3.7% | $2,289+16.6% | $4,299-37.9% |
| Participant deferral / active EE | $5,139 | $4,714+9.0% | $4,084+25.8% | $6,507-21.0% |
| Admin fee / account holder | $618 | $10,433-94.1% | $8,777-93.0% | $12,624-95.1% |