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 | $67,113 | $123,793-45.8% | $177,821-62.3% | $79,858-16.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.93% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,047 | $4,095-25.6% | $5,918-48.5% | $2,471+23.3% |
| Participant deferral / active EE | $7,290 | $5,956+22.4% | $7,714-5.5% | $3,740+94.9% |
| Admin fee / account holder | $835 | $7,243-88.5% | $12,427-93.3% | $5,306-84.3% |