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 | $56,347 | $79,944-29.5% | $98,439-42.8% | $75,163-25.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.35% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,112 | $2,264+37.5% | $3,048+2.1% | $2,670+16.6% |
| Participant deferral / active EE | $3,554 | $3,752-5.3% | $4,738-25.0% | $4,125-13.8% |
| Admin fee / account holder | $2,738 | $6,840-60.0% | $8,948-69.4% | $5,651-51.6% |