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 | $57,501 | $238,490-75.9% | $180,183-68.1% | $142,382-59.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.57% | 33.56%-19.0pp | 27.86%-13.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,219 | $6,143+1.2% | $5,039+23.4% | $4,299+44.7% |
| Participant deferral / active EE | $8,454 | $7,996+5.7% | $6,822+23.9% | $6,507+29.9% |
| Admin fee / account holder | $2,689 | $28,866-90.7% | $19,975-86.5% | $12,624-78.7% |