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 | $69,373 | $123,793-44.0% | $177,821-61.0% | $79,858-13.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.39% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,784 | $4,095-32.0% | $5,918-53.0% | $2,471+12.7% |
| Participant deferral / active EE | $5,681 | $5,956-4.6% | $7,714-26.4% | $3,740+51.9% |
| Admin fee / account holder | $1,809 | $7,243-75.0% | $12,427-85.4% | $5,306-65.9% |