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 | $69,789 | $80,968-13.8% | $96,544-27.7% | $75,163-7.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.04% | 27.06%-1.0pp | 25.84%+0.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $2,028 | $2,282-11.1% | $2,965-31.6% | $2,670-24.0% |
| Participant deferral / active EE | $3,351 | $3,928-14.7% | $4,851-30.9% | $4,125-18.8% |
| Admin fee / account holder | $1,905 | $6,724-71.7% | $8,252-76.9% | $5,651-66.3% |