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 | $78,138 | $81,460-4.1% | $103,333-24.4% | $80,856-3.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.44% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,346 | $3,105-24.5% | $3,868-39.4% | $2,755-14.9% |
| Participant deferral / active EE | $4,264 | $3,869+10.2% | $5,057-15.7% | $4,296-0.7% |
| Admin fee / account holder | $1,334 | $6,566-79.7% | $8,355-84.0% | $6,918-80.7% |