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 | $59,023 | $124,425-52.6% | $112,040-47.3% | $137,256-57.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.06% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,415 | $3,411+0.1% | $2,954+15.6% | $4,156-17.8% |
| Participant deferral / active EE | $9,123 | $5,718+59.5% | $5,098+79.0% | $6,407+42.4% |
| Admin fee / account holder | $3,341 | $15,207-78.0% | $12,098-72.4% | $12,270-72.8% |