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 | $65,405 | $138,347-52.7% | $184,203-64.5% | $80,856-19.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 22.16% | 20.02%+2.1pp | 28.81%-6.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $3,331 | $4,850-31.3% | $6,427-48.2% | $2,755+20.9% |
| Participant deferral / active EE | $8,870 | $7,071+25.4% | $9,131-2.9% | $4,296+106.5% |
| Admin fee / account holder | $2,130 | $10,483-79.7% | $13,901-84.7% | $6,918-69.2% |