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 | $63,562 | $93,571-32.1% | $135,903-53.2% | $75,163-15.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.81% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $8,313 | $3,537+135.1% | $4,856+71.2% | $2,670+211.4% |
| Participant deferral / active EE | $4,431 | $6,404-30.8% | $7,758-42.9% | $4,125+7.4% |
| Admin fee / account holder | $4,507 | $6,975-35.4% | $10,762-58.1% | $5,651-20.2% |