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 | $72,404 | $91,552-20.9% | $133,956-45.9% | $79,858-9.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,352 | $2,384-1.3% | $3,919-40.0% | $2,471-4.8% |
| Participant deferral / active EE | $2,040 | $3,733-45.4% | $5,048-59.6% | $3,740-45.5% |
| Admin fee / account holder | $6,158 | $6,321-2.6% | $8,927-31.0% | $5,306+16.1% |