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 | $61,495 | $104,251-41.0% | $91,001-32.4% | $147,584-58.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.13% | 27.06%-2.9pp | 4.60%+19.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $4,223 | $3,116+35.5% | $2,456+72.0% | $4,876-13.4% |
| Participant deferral / active EE | $14,816 | $4,195+253.2% | $3,547+317.7% | $5,439+172.4% |
| Admin fee / account holder | $5,664 | $8,948-36.7% | $5,417+4.6% | $10,885-48.0% |