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 | $59,430 | $127,065-53.2% | $113,168-47.5% | $142,382-58.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.71% | 24.03%-3.3pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,486 | $3,442-56.8% | $2,975-50.1% | $4,299-65.4% |
| Participant deferral / active EE | $3,736 | $5,716-34.6% | $5,107-26.8% | $6,507-42.6% |
| Admin fee / account holder | $17,500 | $15,736+11.2% | $12,068+45.0% | $12,624+38.6% |