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 | $75,159 | $109,359-31.3% | $162,163-53.7% | $72,985+3.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.60% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,173 | $3,907+32.4% | $5,614-7.8% | $2,440+112.0% |
| Participant deferral / active EE | $2,838 | $5,481-48.2% | $7,298-61.1% | $3,607-21.3% |
| Admin fee / account holder | $8,157 | $7,972+2.3% | $10,843-24.8% | $5,124+59.2% |