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 | $60,028 | $84,233-28.7% | $170,442-64.8% | $70,131-14.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,244 | $3,387-4.2% | $5,433-40.3% | $2,342+38.5% |
| Participant deferral / active EE | $2,744 | $3,086-11.1% | $4,939-44.5% | $3,332-17.6% |
| Admin fee / account holder | $5,973 | $5,698+4.8% | $13,880-57.0% | $4,645+28.6% |