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 | $70,742 | $81,248-12.9% | $155,509-54.5% | $80,856-12.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.45% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,349 | $3,100-56.5% | $4,672-71.1% | $2,755-51.0% |
| Participant deferral / active EE | $2,805 | $3,452-18.7% | $5,626-50.1% | $4,296-34.7% |
| Admin fee / account holder | $1,114 | $7,997-86.1% | $15,912-93.0% | $6,918-83.9% |