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 | $59,199 | $115,882-48.9% | $100,516-41.1% | $158,922-62.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.14% | 34.79%-12.6pp | 30.89%-8.7pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,418-16.2% | $4,761-39.8% |
| Participant deferral / active EE | $5,547 | $6,674-16.9% | $6,270-11.5% | $5,982-7.3% |
| Admin fee / account holder | $1,214 | $10,995-89.0% | $8,081-85.0% | $11,246-89.2% |