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 | $62,778 | $65,365-4.0% | $92,893-32.4% | $72,985-14.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.56% | 42.10%-19.5pp | 109.41%-86.9pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,045 | $2,594+17.4% | $3,653-16.6% | $2,440+24.8% |
| Participant deferral / active EE | $6,117 | $3,128+95.5% | $4,236+44.4% | $3,607+69.6% |
| Admin fee / account holder | $383 | $4,251-91.0% | $5,794-93.4% | $5,124-92.5% |