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 | $102,904 | $51,175+101.1% | $70,515+45.9% | $75,163+36.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 21.10% | 30.02%-8.9pp | 32.77%-11.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,427 | $1,826-21.9% | $2,973-52.0% | $2,670-46.6% |
| Participant deferral / active EE | $4,780 | $2,849+67.8% | $4,567+4.7% | $4,125+15.9% |
| Admin fee / account holder | $4,729 | $4,091+15.6% | $6,412-26.2% | $5,651-16.3% |