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 | $64,626 | $73,933-12.6% | $96,683-33.2% | $75,163-14.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.00% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,101 | $2,928+5.9% | $3,737-17.0% | $2,670+16.2% |
| Participant deferral / active EE | $3,459 | $3,659-5.5% | $4,878-29.1% | $4,125-16.2% |
| Admin fee / account holder | $2,706 | $5,216-48.1% | $6,730-59.8% | $5,651-52.1% |