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 | $81,834 | $149,734-45.3% | $118,925-31.2% | $158,922-48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.52% | 19.95%-9.4pp | 35.88%-25.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,708 | $4,115-34.2% | $3,263-17.0% | $4,761-43.1% |
| Participant deferral / active EE | $4,084 | $5,223-21.8% | $4,265-4.2% | $5,982-31.7% |
| Admin fee / account holder | $3,174 | $8,603-63.1% | $6,581-51.8% | $11,246-71.8% |