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 | $57,019 | $73,933-22.9% | $96,683-41.0% | $75,163-24.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 32.94% | 26.70%+6.2pp | 35.69%-2.8pp | 160.62%-127.7pp |
| Employer contribution / active EE | $2,099 | $2,928-28.3% | $3,737-43.8% | $2,670-21.4% |
| Participant deferral / active EE | $4,429 | $3,659+21.0% | $4,878-9.2% | $4,125+7.4% |
| Admin fee / account holder | $1,084 | $5,216-79.2% | $6,730-83.9% | $5,651-80.8% |