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 | $56,192 | $58,512-4.0% | $84,015-33.1% | $72,985-23.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 32.04% | 28.93%+3.1pp | 71.31%-39.3pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,921 | $1,163+151.1% | $1,983+47.2% | $2,440+19.7% |
| Participant deferral / active EE | $3,064 | $2,394+28.0% | $3,239-5.4% | $3,607-15.1% |
| Admin fee / account holder | $888 | $4,569-80.6% | $6,101-85.4% | $5,124-82.7% |