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 | $76,199 | $80,968-5.9% | $96,544-21.1% | $75,163+1.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.09% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,739 | $2,282+151.5% | $2,965+93.6% | $2,670+115.0% |
| Participant deferral / active EE | $4,351 | $3,928+10.8% | $4,851-10.3% | $4,125+5.5% |
| Admin fee / account holder | $4,037 | $6,724-40.0% | $8,252-51.1% | $5,651-28.6% |