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 | $56,449 | $127,386-55.7% | $115,037-50.9% | $125,391-55.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.80% | 31.28%-27.5pp | 26.14%-22.3pp | 282.22%-278.4pp |
| Employer contribution / active EE | $1,269 | $5,166-75.4% | $4,608-72.4% | $4,866-73.9% |
| Participant deferral / active EE | $3,325 | $6,423-48.2% | $6,026-44.8% | $5,352-37.9% |
| Admin fee / account holder | $7,245 | $9,516-23.9% | $8,175-11.4% | $9,540-24.1% |