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 | $64,398 | $81,460-20.9% | $103,333-37.7% | $80,856-20.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.07% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,445 | $3,105+43.2% | $3,868+14.9% | $2,755+61.4% |
| Participant deferral / active EE | $9,814 | $3,869+153.7% | $5,057+94.0% | $4,296+128.5% |
| Admin fee / account holder | $3,193 | $6,566-51.4% | $8,355-61.8% | $6,918-53.8% |