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 | $83,412 | $89,753-7.1% | $107,525-22.4% | $84,808-1.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.04% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,436 | $3,113+10.4% | $3,754-8.5% | $2,631+30.6% |
| Participant deferral / active EE | $5,800 | $4,056+43.0% | $5,116+13.4% | $4,212+37.7% |
| Admin fee / account holder | $1,472 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |