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 | $63,941 | $57,976+10.3% | $62,995+1.5% | $62,292+2.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.88% | 17.54%-0.7pp | 87.57%-70.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,539 | $2,415-36.3% | $2,759-44.2% | $2,042-24.6% |
| Participant deferral / active EE | $3,374 | $2,956+14.1% | $3,329+1.3% | $3,169+6.5% |
| Admin fee / account holder | $4,165 | $276+1410.3% | $3,600+15.7% | $479+768.9% |