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 | $75,356 | $94,031-19.9% | $115,768-34.9% | $82,448-8.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.50% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,922 | $2,323+68.8% | $2,940+33.4% | $2,551+53.7% |
| Participant deferral / active EE | $5,570 | $3,972+40.3% | $4,917+13.3% | $4,139+34.6% |
| Admin fee / account holder | $4,728 | $10,249-53.9% | $12,439-62.0% | $7,234-34.7% |