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 | $65,693 | $98,750-33.5% | $149,696-56.1% | $79,858-17.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.55% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,075 | $3,216-66.6% | $4,644-76.8% | $2,471-56.5% |
| Participant deferral / active EE | $7,116 | $5,680+25.3% | $6,842+4.0% | $3,740+90.3% |
| Admin fee / account holder | $4,965 | $6,053-18.0% | $9,309-46.7% | $5,306-6.4% |