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 | $61,733 | $59,101+4.5% | $77,163-20.0% | $75,163-17.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.53% | 26.71%-8.2pp | 37.87%-19.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,920 | $1,995+46.3% | $2,535+15.2% | $2,670+9.4% |
| Participant deferral / active EE | $4,452 | $2,999+48.4% | $3,833+16.1% | $4,125+7.9% |
| Admin fee / account holder | $3,072 | $4,774-35.7% | $5,472-43.9% | $5,651-45.6% |