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 | $62,286 | $73,933-15.8% | $96,683-35.6% | $75,163-17.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,115 | $2,928+40.5% | $3,737+10.1% | $2,670+54.1% |
| Participant deferral / active EE | $3,943 | $3,659+7.8% | $4,878-19.2% | $4,125-4.4% |
| Admin fee / account holder | $5,085 | $5,216-2.5% | $6,730-24.4% | $5,651-10.0% |