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 | $55,146 | $58,851-6.3% | $115,157-52.1% | $72,985-24.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 19.74% | 23.16%-3.4pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $6,257 | $1,798+248.0% | $3,179+96.8% | $2,440+156.5% |
| Participant deferral / active EE | $2,732 | $2,643+3.4% | $4,168-34.5% | $3,607-24.3% |
| Admin fee / account holder | $2,522 | $6,370-60.4% | $7,088-64.4% | $5,124-50.8% |