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 | $146,267-54.9% | $197,124-66.5% | $82,448-20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.37% | 29.61%-7.2pp | 44.34%-22.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $14,344 | $4,723+203.7% | $6,227+130.3% | $2,551+462.3% |
| Participant deferral / active EE | $4,816 | $7,035-31.5% | $9,135-47.3% | $4,139+16.3% |
| Admin fee / account holder | $2,724 | $14,422-81.1% | $16,298-83.3% | $7,234-62.4% |