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 | $55,036 | $91,190-39.6% | $178,490-69.2% | $79,858-31.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.45% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,504 | $3,256-53.8% | $5,011-70.0% | $2,471-39.1% |
| Participant deferral / active EE | $2,961 | $3,236-8.5% | $5,202-43.1% | $3,740-20.8% |
| Admin fee / account holder | $3,015 | $6,751-55.3% | $13,984-78.4% | $5,306-43.2% |