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 | $78,316 | $65,365+19.8% | $92,893-15.7% | $72,985+7.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.59% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,223 | $2,594+62.8% | $3,653+15.6% | $2,440+73.1% |
| Participant deferral / active EE | $6,538 | $3,128+109.0% | $4,236+54.3% | $3,607+81.2% |
| Admin fee / account holder | $3,930 | $4,251-7.6% | $5,794-32.2% | $5,124-23.3% |