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 | $78,274 | $89,753-12.8% | $107,525-27.2% | $84,808-7.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.23% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,627 | $3,113+80.7% | $3,754+49.9% | $2,631+113.9% |
| Participant deferral / active EE | $4,346 | $4,056+7.1% | $5,116-15.0% | $4,212+3.2% |
| Admin fee / account holder | $1,993 | $7,222-72.4% | $8,919-77.7% | $7,344-72.9% |