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 | $75,086 | $80,968-7.3% | $96,544-22.2% | $75,163-0.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.59% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $5,346 | $2,282+134.3% | $2,965+80.3% | $2,670+100.2% |
| Participant deferral / active EE | $3,977 | $3,928+1.2% | $4,851-18.0% | $4,125-3.6% |
| Admin fee / account holder | $6,037 | $6,724-10.2% | $8,252-26.8% | $5,651+6.8% |