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 | $69,682 | $93,571-25.5% | $135,903-48.7% | $75,163-7.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,108 | $3,537-12.1% | $4,856-36.0% | $2,670+16.4% |
| Participant deferral / active EE | $6,499 | $6,404+1.5% | $7,758-16.2% | $4,125+57.5% |
| Admin fee / account holder | $471 | $6,975-93.2% | $10,762-95.6% | $5,651-91.7% |