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 | $54,289 | $54,705-0.8% | $71,209-23.8% | $84,808-36.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.48% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,409 | $2,158-34.7% | $2,721-48.2% | $2,631-46.4% |
| Participant deferral / active EE | $1,705 | $3,030-43.7% | $4,175-59.2% | $4,212-59.5% |
| Admin fee / account holder | $814 | $4,863-83.3% | $5,349-84.8% | $7,344-88.9% |