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 | $63,433 | $73,933-14.2% | $96,683-34.4% | $75,163-15.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.01% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,830 | $2,928+30.8% | $3,737+2.5% | $2,670+43.4% |
| Participant deferral / active EE | $3,116 | $3,659-14.8% | $4,878-36.1% | $4,125-24.5% |
| Admin fee / account holder | $5,307 | $5,216+1.7% | $6,730-21.1% | $5,651-6.1% |