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 | $54,578 | $65,365-16.5% | $92,893-41.2% | $72,985-25.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 36.96% | 42.10%-5.1pp | 109.41%-72.5pp | 81.00%-44.0pp |
| Employer contribution / active EE | $5,530 | $2,594+113.2% | $3,653+51.4% | $2,440+126.7% |
| Participant deferral / active EE | $5,890 | $3,128+88.3% | $4,236+39.1% | $3,607+63.3% |
| Admin fee / account holder | $5,028 | $4,251+18.3% | $5,794-13.2% | $5,124-1.9% |