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 | $85,717 | $89,753-4.5% | $107,525-20.3% | $84,808+1.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.54% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,877 | $3,113+56.6% | $3,754+29.9% | $2,631+85.4% |
| Participant deferral / active EE | $3,888 | $4,056-4.2% | $5,116-24.0% | $4,212-7.7% |
| Admin fee / account holder | $3,095 | $7,222-57.1% | $8,919-65.3% | $7,344-57.8% |