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 | $58,374 | $64,480-9.5% | $81,382-28.3% | $80,856-27.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 20.06% | 16.34%+3.7pp | 24.73%-4.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $3,272 | $1,978+65.4% | $2,463+32.8% | $2,755+18.8% |
| Participant deferral / active EE | $3,819 | $3,094+23.5% | $3,883-1.6% | $4,296-11.1% |
| Admin fee / account holder | $23,756 | $5,671+318.9% | $5,768+311.8% | $6,918+243.4% |