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 | $64,802 | $79,944-18.9% | $98,439-34.2% | $75,163-13.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.71% | 19.75%-3.0pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,363 | $2,264-39.8% | $3,048-55.3% | $2,670-49.0% |
| Participant deferral / active EE | $1,990 | $3,752-47.0% | $4,738-58.0% | $4,125-51.8% |
| Admin fee / account holder | $3,973 | $6,840-41.9% | $8,948-55.6% | $5,651-29.7% |