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 | $54,942 | $58,851-6.6% | $115,157-52.3% | $72,985-24.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 21.99% | 23.16%-1.2pp | 35.60%-13.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,321 | $1,798+140.4% | $3,179+35.9% | $2,440+77.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,672 | $6,370-73.8% | $7,088-76.4% | $5,124-67.4% |