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 | $69,636 | $93,571-25.6% | $135,903-48.8% | $75,163-7.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.69% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,434 | $3,537+81.9% | $4,856+32.5% | $2,670+141.0% |
| Participant deferral / active EE | $4,242 | $6,404-33.8% | $7,758-45.3% | $4,125+2.8% |
| Admin fee / account holder | $4,491 | $6,975-35.6% | $10,762-58.3% | $5,651-20.5% |