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 | $56,832 | $78,705-27.8% | $117,854-51.8% | $70,131-19.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.08% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,150 | $2,223+41.7% | $3,786-16.8% | $2,342+34.5% |
| Participant deferral / active EE | $3,140 | $3,297-4.8% | $4,482-29.9% | $3,332-5.8% |
| Admin fee / account holder | $4,656 | $5,065-8.1% | $8,020-41.9% | $4,645+0.2% |