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 | $74,383 | $149,734-50.3% | $118,925-37.5% | $158,922-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.31% | 19.95%-10.6pp | 35.88%-26.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,141 | $4,115-23.7% | $3,263-3.7% | $4,761-34.0% |
| Participant deferral / active EE | $4,165 | $5,223-20.3% | $4,265-2.3% | $5,982-30.4% |
| Admin fee / account holder | $7,711 | $8,603-10.4% | $6,581+17.2% | $11,246-31.4% |