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 | $65,984 | $148,978-55.7% | $200,582-67.1% | $84,808-22.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.37% | 28.16%-5.8pp | 42.33%-20.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $14,344 | $4,815+197.9% | $6,419+123.5% | $2,631+445.2% |
| Participant deferral / active EE | $4,816 | $7,142-32.6% | $9,331-48.4% | $4,212+14.3% |
| Admin fee / account holder | $2,724 | $13,977-80.5% | $16,305-83.3% | $7,344-62.9% |