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 | $54,716 | $88,672-38.3% | $105,223-48.0% | $82,448-33.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.20% | 30.86%-15.7pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,878 | $3,048+27.2% | $3,689+5.1% | $2,551+52.0% |
| Participant deferral / active EE | $4,298 | $4,036+6.5% | $5,072-15.3% | $4,139+3.8% |
| Admin fee / account holder | $1,569 | $7,146-78.0% | $8,859-82.3% | $7,234-78.3% |