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 | $67,586 | $90,503-25.3% | $78,689-14.1% | $273,961-75.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 18.86% | 75.60%-56.7pp | 62.18%-43.3pp | 41.45%-22.6pp |
| Employer contribution / active EE | $4,089 | $3,176+28.7% | $2,851+43.4% | $4,869-16.0% |
| Participant deferral / active EE | $5,801 | $3,901+48.7% | $3,517+65.0% | $5,287+9.7% |
| Admin fee / account holder | $2,387 | $5,263-54.6% | $4,510-47.1% | $10,132-76.4% |