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 | $64,201 | $73,933-13.2% | $96,683-33.6% | $75,163-14.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.40% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,115 | $2,928-27.8% | $3,737-43.4% | $2,670-20.8% |
| Participant deferral / active EE | $3,864 | $3,659+5.6% | $4,878-20.8% | $4,125-6.3% |
| Admin fee / account holder | $2,603 | $5,216-50.1% | $6,730-61.3% | $5,651-53.9% |