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 | $55,558 | $72,012-22.8% | $185,823-70.1% | $79,858-30.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.33% | 23.12%-10.8pp | 35.95%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $577 | $1,965-70.6% | $4,087-85.9% | $2,471-76.7% |
| Participant deferral / active EE | $7,728 | $3,779+104.5% | $5,632+37.2% | $3,740+106.6% |
| Admin fee / account holder | $5,847 | $4,513+29.6% | $9,500-38.5% | $5,306+10.2% |