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 | $76,076 | $80,717-5.8% | $154,803-50.9% | $84,808-10.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.15% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,864 | $2,761+76.2% | $4,305+13.0% | $2,631+84.9% |
| Participant deferral / active EE | $6,283 | $3,303+90.2% | $5,540+13.4% | $4,212+49.2% |
| Admin fee / account holder | $6,446 | $6,746-4.4% | $14,329-55.0% | $7,344-12.2% |