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 | $51,558 | $79,944-35.5% | $98,439-47.6% | $75,163-31.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.94% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,485 | $2,264+9.8% | $3,048-18.5% | $2,670-6.9% |
| Participant deferral / active EE | $5,380 | $3,752+43.4% | $4,738+13.6% | $4,125+30.4% |
| Admin fee / account holder | $4,558 | $6,840-33.4% | $8,948-49.1% | $5,651-19.3% |