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 | $131,766 | $95,803+37.5% | $113,168+16.4% | $84,808+55.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,556 | $2,360+8.3% | $2,975-14.1% | $2,631-2.8% |
| Participant deferral / active EE | $6,077 | $4,242+43.3% | $5,107+19.0% | $4,212+44.3% |
| Admin fee / account holder | $3,576 | $8,989-60.2% | $12,068-70.4% | $7,344-51.3% |