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 | $51,376 | $78,672-34.7% | $109,143-52.9% | $85,850-40.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.50% | 25.09%-0.6pp | 25.75%-1.2pp | 318.53%-294.0pp |
| Employer contribution / active EE | $1,708 | $2,735-37.6% | $3,722-54.1% | $2,565-33.4% |
| Participant deferral / active EE | $2,927 | $3,467-15.6% | $4,653-37.1% | $3,952-25.9% |
| Admin fee / account holder | $4,818 | $5,469-11.9% | $6,752-28.7% | $6,260-23.0% |