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 | $65,760 | $46,553+41.3% | $64,056+2.7% | $75,163-12.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.47% | 26.03%-8.6pp | 33.69%-16.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,341 | $1,974+69.2% | $2,747+21.6% | $2,670+25.1% |
| Participant deferral / active EE | $3,257 | $2,837+14.8% | $3,880-16.1% | $4,125-21.0% |
| Admin fee / account holder | $5,393 | $2,952+82.7% | $3,068+75.8% | $5,651-4.6% |