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 | $59,767 | $86,286-30.7% | $111,297-46.3% | $85,850-30.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.63% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,456 | $2,043-28.8% | $2,731-46.7% | $2,565-43.2% |
| Participant deferral / active EE | $3,929 | $3,641+7.9% | $4,487-12.4% | $3,952-0.6% |
| Admin fee / account holder | $10,608 | $8,188+29.6% | $7,964+33.2% | $6,260+69.5% |