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 | $73,706 | $93,571-21.2% | $135,903-45.8% | $75,163-1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,813 | $3,537-20.5% | $4,856-42.1% | $2,670+5.3% |
| Participant deferral / active EE | $6,475 | $6,404+1.1% | $7,758-16.5% | $4,125+57.0% |
| Admin fee / account holder | $11,091 | $6,975+59.0% | $10,762+3.1% | $5,651+96.3% |