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 | $61,034 | $69,207-11.8% | $64,056-4.7% | $139,434-56.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.07% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,755 | $3,182-13.4% | $2,747+0.3% | $4,751-42.0% |
| Participant deferral / active EE | $9,150 | $4,682+95.4% | $3,880+135.8% | $6,710+36.4% |
| Admin fee / account holder | $3,674 | $4,244-13.4% | $3,068+19.7% | $11,403-67.8% |