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 | $75,481 | $124,881-39.6% | $209,409-64.0% | $116,875-35.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 19.24% | 14.56%+4.7pp | 159.49%-140.2pp | 16.29%+2.9pp |
| Employer contribution / active EE | $2,226 | $2,588-14.0% | $5,035-55.8% | $3,288-32.3% |
| Participant deferral / active EE | $2,913 | $3,793-23.2% | $4,230-31.1% | $3,885-25.0% |
| Admin fee / account holder | $4,442 | $12,933-65.7% | $16,474-73.0% | $12,263-63.8% |