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 | $64,644 | $91,190-29.1% | $178,490-63.8% | $79,858-19.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.60% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,226 | $3,256-31.6% | $5,011-55.6% | $2,471-9.9% |
| Participant deferral / active EE | $2,912 | $3,236-10.0% | $5,202-44.0% | $3,740-22.1% |
| Admin fee / account holder | $2,101 | $6,751-68.9% | $13,984-85.0% | $5,306-60.4% |