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 | $54,487 | $80,968-32.7% | $96,544-43.6% | $75,163-27.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.61% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $6,588 | $2,282+188.7% | $2,965+122.2% | $2,670+146.8% |
| Participant deferral / active EE | $6,204 | $3,928+57.9% | $4,851+27.9% | $4,125+50.4% |
| Admin fee / account holder | $7,392 | $6,724+9.9% | $8,252-10.4% | $5,651+30.8% |