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 | $78,713 | $87,013-9.5% | $106,213-25.9% | $80,856-2.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.78% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,065 | $2,395+27.9% | $3,171-3.4% | $2,755+11.2% |
| Participant deferral / active EE | $3,736 | $3,986-6.3% | $5,016-25.5% | $4,296-13.0% |
| Admin fee / account holder | $16,817 | $8,431+99.5% | $11,033+52.4% | $6,918+143.1% |