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 | $62,522 | $125,758-50.3% | $169,993-63.2% | $75,163-16.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.80% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,518 | $4,615-67.1% | $6,785-77.6% | $2,670-43.2% |
| Participant deferral / active EE | $3,704 | $6,837-45.8% | $10,408-64.4% | $4,125-10.2% |
| Admin fee / account holder | $4,899 | $8,173-40.1% | $12,815-61.8% | $5,651-13.3% |