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 | $77,971 | $80,673-3.3% | $101,326-23.0% | $84,808-8.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 28.53% | 38.95%-10.4pp | 36.82%-8.3pp | 40.90%-12.4pp |
| Employer contribution / active EE | $1,236 | $2,698-54.2% | $3,665-66.3% | $2,631-53.0% |
| Participant deferral / active EE | $11,585 | $6,840+69.4% | $7,994+44.9% | $4,212+175.1% |
| Admin fee / account holder | $4,903 | $12,784-61.6% | $11,185-56.2% | $7,344-33.2% |