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 | $59,039 | $138,347-57.3% | $184,203-67.9% | $80,856-27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.25% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,985 | $4,850-17.8% | $6,427-38.0% | $2,755+44.7% |
| Participant deferral / active EE | $3,538 | $7,071-50.0% | $9,131-61.2% | $4,296-17.6% |
| Admin fee / account holder | $10,819 | $10,483+3.2% | $13,901-22.2% | $6,918+56.4% |