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 | $76,551 | $89,753-14.7% | $107,525-28.8% | $84,808-9.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,228 | $3,113-28.5% | $3,754-40.7% | $2,631-15.3% |
| Participant deferral / active EE | $6,668 | $4,056+64.4% | $5,116+30.3% | $4,212+58.3% |
| Admin fee / account holder | $3,614 | $7,222-50.0% | $8,919-59.5% | $7,344-50.8% |