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 | $57,873 | $80,968-28.5% | $96,544-40.1% | $75,163-23.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.62% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,419 | $2,282+6.0% | $2,965-18.4% | $2,670-9.4% |
| Participant deferral / active EE | $3,332 | $3,928-15.2% | $4,851-31.3% | $4,125-19.2% |
| Admin fee / account holder | $18,299 | $6,724+172.1% | $8,252+121.7% | $5,651+223.8% |