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 | $65,523 | $148,978-56.0% | $200,582-67.3% | $84,808-22.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.43% | 28.16%-6.7pp | 42.33%-20.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $8,467 | $4,815+75.8% | $6,419+31.9% | $2,631+221.8% |
| Participant deferral / active EE | $5,434 | $7,142-23.9% | $9,331-41.8% | $4,212+29.0% |
| Admin fee / account holder | $9,838 | $13,977-29.6% | $16,305-39.7% | $7,344+34.0% |