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 | $64,242 | $123,793-48.1% | $177,821-63.9% | $79,858-19.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.16% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,881 | $4,095-54.1% | $5,918-68.2% | $2,471-23.9% |
| Participant deferral / active EE | $8,019 | $5,956+34.6% | $7,714+3.9% | $3,740+114.4% |
| Admin fee / account holder | $1,479 | $7,243-79.6% | $12,427-88.1% | $5,306-72.1% |