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 | $69,339 | $83,477-16.9% | $125,175-44.6% | $72,985-5.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.53% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,612 | $2,345+96.7% | $3,865+19.3% | $2,440+89.0% |
| Participant deferral / active EE | $2,278 | $3,585-36.5% | $4,937-53.9% | $3,607-36.8% |
| Admin fee / account holder | $2,964 | $5,517-46.3% | $9,702-69.4% | $5,124-42.2% |