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 | $85,435 | $81,208+5.2% | $98,907-13.6% | $79,858+7.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.44% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,359 | $1,960-30.7% | $2,689-49.5% | $2,471-45.0% |
| Participant deferral / active EE | $3,061 | $3,265-6.2% | $4,244-27.9% | $3,740-18.1% |
| Admin fee / account holder | $1,677 | $6,013-72.1% | $6,642-74.7% | $5,306-68.4% |