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 | $25,109 | $48,076-47.8% | $78,689-68.1% | $62,891-60.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.69% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,266 | $2,015+12.5% | $2,851-20.5% | $2,281-0.6% |
| Participant deferral / active EE | $4,044 | $2,588+56.3% | $3,517+15.0% | $3,203+26.2% |
| Admin fee / account holder | $1,974 | $3,207-38.4% | $4,510-56.2% | $4,296-54.0% |