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 | $50,563 | $95,266-46.9% | $82,389-38.6% | $142,382-64.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.04% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,699 | $2,991+23.7% | $2,517+47.0% | $4,299-14.0% |
| Participant deferral / active EE | $7,875 | $4,809+63.8% | $4,155+89.6% | $6,507+21.0% |
| Admin fee / account holder | $5,006 | $8,563-41.5% | $7,231-30.8% | $12,624-60.3% |