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 | $76,025 | $110,257-31.0% | $96,544-21.3% | $139,434-45.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.72% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,011 | $3,620-16.8% | $2,965+1.5% | $4,751-36.6% |
| Participant deferral / active EE | $3,002 | $5,548-45.9% | $4,851-38.1% | $6,710-55.3% |
| Admin fee / account holder | $5,510 | $11,591-52.5% | $8,252-33.2% | $11,403-51.7% |