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 | $63,262 | $135,952-53.5% | $123,892-48.9% | $273,961-76.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.99% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,733 | $5,170-47.1% | $4,617-40.8% | $4,869-43.9% |
| Participant deferral / active EE | $6,387 | $6,343+0.7% | $5,984+6.7% | $5,287+20.8% |
| Admin fee / account holder | $1,567 | $9,817-84.0% | $8,357-81.2% | $10,132-84.5% |