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 | $71,007 | $93,571-24.1% | $135,903-47.8% | $75,163-5.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,707 | $3,537-23.5% | $4,856-44.3% | $2,670+1.4% |
| Participant deferral / active EE | $5,200 | $6,404-18.8% | $7,758-33.0% | $4,125+26.1% |
| Admin fee / account holder | $10,348 | $6,975+48.4% | $10,762-3.8% | $5,651+83.1% |