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 | $78,038 | $138,347-43.6% | $184,203-57.6% | $80,856-3.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.41% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,125 | $4,850-35.6% | $6,427-51.4% | $2,755+13.4% |
| Participant deferral / active EE | $3,864 | $7,071-45.4% | $9,131-57.7% | $4,296-10.1% |
| Admin fee / account holder | $6,305 | $10,483-39.9% | $13,901-54.6% | $6,918-8.9% |