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 | $43,648 | $125,758-65.3% | $169,993-74.3% | $75,163-41.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.71% | 27.20%-10.5pp | 53.37%-36.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $5,062 | $4,615+9.7% | $6,785-25.4% | $2,670+89.6% |
| Participant deferral / active EE | $3,987 | $6,837-41.7% | $10,408-61.7% | $4,125-3.3% |
| Admin fee / account holder | $6,255 | $8,173-23.5% | $12,815-51.2% | $5,651+10.7% |