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 | $75,380 | $81,248-7.2% | $155,509-51.5% | $80,856-6.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.34% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,429 | $3,100+10.6% | $4,672-26.6% | $2,755+24.5% |
| Participant deferral / active EE | $3,404 | $3,452-1.4% | $5,626-39.5% | $4,296-20.8% |
| Admin fee / account holder | $4,047 | $7,997-49.4% | $15,912-74.6% | $6,918-41.5% |