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 | $63,968 | $91,190-29.9% | $178,490-64.2% | $79,858-19.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.44% | 24.19%-9.8pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,348 | $3,256+33.6% | $5,011-13.2% | $2,471+76.0% |
| Participant deferral / active EE | $3,756 | $3,236+16.1% | $5,202-27.8% | $3,740+0.4% |
| Admin fee / account holder | $1,461 | $6,751-78.4% | $13,984-89.6% | $5,306-72.5% |