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 | $58,111 | $101,724-42.9% | $164,813-64.7% | $80,856-28.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.57% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,293 | $2,953+113.1% | $4,341+45.0% | $2,755+128.4% |
| Participant deferral / active EE | $4,900 | $4,477+9.4% | $6,031-18.8% | $4,296+14.1% |
| Admin fee / account holder | $2,883 | $8,227-65.0% | $12,690-77.3% | $6,918-58.3% |