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 | $60,341 | $104,251-42.1% | $91,001-33.7% | $147,584-59.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 22.55% | 27.06%-4.5pp | 4.60%+17.9pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,949 | $3,116-5.3% | $2,456+20.1% | $4,876-39.5% |
| Participant deferral / active EE | $7,700 | $4,195+83.6% | $3,547+117.1% | $5,439+41.6% |
| Admin fee / account holder | $2,486 | $8,948-72.2% | $5,417-54.1% | $10,885-77.2% |