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 | $52,214 | $81,233-35.7% | $155,567-66.4% | $80,874-35.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.94% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $5,000 | $3,101+61.2% | $4,674+7.0% | $2,756+81.4% |
| Participant deferral / active EE | $6,411 | $3,452+85.7% | $5,628+13.9% | $4,297+49.2% |
| Admin fee / account holder | $1,365 | $7,998-82.9% | $15,916-91.4% | $6,935-80.3% |