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 | $58,281 | $69,518-16.2% | $59,878-2.7% | $135,375-56.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 14.22% | 7.94%+6.3pp | 3.46%+10.8pp | 519.73%-505.5pp |
| Employer contribution / active EE | $2,980 | $3,235-7.9% | $2,722+9.5% | $4,779-37.6% |
| Participant deferral / active EE | $9,597 | $4,206+128.2% | $3,402+182.1% | $5,609+71.1% |
| Admin fee / account holder | $4,726 | $5,734-17.6% | $3,590+31.6% | $10,827-56.4% |