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 | $63,811 | $109,413-41.7% | $156,263-59.2% | $84,808-24.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.71% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,648 | $2,907+128.7% | $4,333+53.4% | $2,631+152.7% |
| Participant deferral / active EE | $2,760 | $4,590-39.9% | $6,158-55.2% | $4,212-34.5% |
| Admin fee / account holder | $4,266 | $9,357-54.4% | $14,255-70.1% | $7,344-41.9% |