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 | $61,177 | $65,409-6.5% | $98,442-37.9% | $85,850-28.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.70% | 21.76%-6.1pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,289 | $2,168+5.6% | $2,960-22.7% | $2,565-10.8% |
| Participant deferral / active EE | $3,143 | $3,166-0.7% | $4,276-26.5% | $3,952-20.5% |
| Admin fee / account holder | $4,664 | $4,593+1.5% | $5,949-21.6% | $6,260-25.5% |