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 | $75,016 | $80,717-7.1% | $154,803-51.5% | $84,808-11.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,164 | $2,761+87.0% | $4,305+19.9% | $2,631+96.3% |
| Participant deferral / active EE | $5,707 | $3,303+72.8% | $5,540+3.0% | $4,212+35.5% |
| Admin fee / account holder | $5,931 | $6,746-12.1% | $14,329-58.6% | $7,344-19.2% |