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 | $64,873 | $125,758-48.4% | $169,993-61.8% | $75,163-13.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.38% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,765 | $4,615-18.4% | $6,785-44.5% | $2,670+41.0% |
| Participant deferral / active EE | $3,724 | $6,837-45.5% | $10,408-64.2% | $4,125-9.7% |
| Admin fee / account holder | $5,267 | $8,173-35.6% | $12,815-58.9% | $5,651-6.8% |