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 | $53,282 | $138,347-61.5% | $184,203-71.1% | $80,856-34.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,987 | $4,850+23.4% | $6,427-6.8% | $2,755+117.3% |
| Participant deferral / active EE | $6,096 | $7,071-13.8% | $9,131-33.2% | $4,296+41.9% |
| Admin fee / account holder | $5,266 | $10,483-49.8% | $13,901-62.1% | $6,918-23.9% |