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 | $66,996 | $93,571-28.4% | $135,903-50.7% | $75,163-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.68% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,592 | $3,537+1.6% | $4,856-26.0% | $2,670+34.5% |
| Participant deferral / active EE | $5,724 | $6,404-10.6% | $7,758-26.2% | $4,125+38.8% |
| Admin fee / account holder | $1,142 | $6,975-83.6% | $10,762-89.4% | $5,651-79.8% |