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 | $61,518 | $81,208-24.2% | $98,907-37.8% | $79,858-23.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.95% | 60.99%-45.0pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,390 | $1,960-29.1% | $2,689-48.3% | $2,471-43.8% |
| Participant deferral / active EE | $2,582 | $3,265-20.9% | $4,244-39.2% | $3,740-31.0% |
| Admin fee / account holder | $7,750 | $6,013+28.9% | $6,642+16.7% | $5,306+46.1% |