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 | $59,497 | $77,899-23.6% | $149,673-60.2% | $75,163-20.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,380 | $3,137-24.2% | $4,818-50.6% | $2,670-10.9% |
| Participant deferral / active EE | $5,226 | $3,411+53.2% | $5,680-8.0% | $4,125+26.7% |
| Admin fee / account holder | $2,699 | $5,956-54.7% | $13,210-79.6% | $5,651-52.2% |