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 | $51,043 | $84,233-39.4% | $170,442-70.1% | $70,131-27.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,961 | $3,387+16.9% | $5,433-27.1% | $2,342+69.1% |
| Participant deferral / active EE | $4,066 | $3,086+31.8% | $4,939-17.7% | $3,332+22.1% |
| Admin fee / account holder | $2,090 | $5,698-63.3% | $13,880-84.9% | $4,645-55.0% |