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 | $70,038 | $109,413-36.0% | $156,263-55.2% | $84,808-17.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.89% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,877 | $2,907+33.4% | $4,333-10.5% | $2,631+47.4% |
| Participant deferral / active EE | $4,868 | $4,590+6.1% | $6,158-21.0% | $4,212+15.6% |
| Admin fee / account holder | $37,036 | $9,357+295.8% | $14,255+159.8% | $7,344+404.3% |