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 | $79,372 | $89,753-11.6% | $107,525-26.2% | $84,808-6.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.46% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7,522 | $3,113+141.6% | $3,754+100.4% | $2,631+185.9% |
| Participant deferral / active EE | $7,879 | $4,056+94.3% | $5,116+54.0% | $4,212+87.1% |
| Admin fee / account holder | $4,168 | $7,222-42.3% | $8,919-53.3% | $7,344-43.2% |