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 | $63,071 | $77,899-19.0% | $149,673-57.9% | $75,163-16.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.61% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,663 | $3,137+48.6% | $4,818-3.2% | $2,670+74.6% |
| Participant deferral / active EE | $3,529 | $3,411+3.5% | $5,680-37.9% | $4,125-14.4% |
| Admin fee / account holder | $4,164 | $5,956-30.1% | $13,210-68.5% | $5,651-26.3% |