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 | $59,195 | $98,240-39.7% | $82,313-28.1% | $147,584-59.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.90% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,447 | $3,192+8.0% | $2,428+41.9% | $4,876-29.3% |
| Participant deferral / active EE | $5,329 | $4,383+21.6% | $3,706+43.8% | $5,439-2.0% |
| Admin fee / account holder | $2,113 | $8,563-75.3% | $5,608-62.3% | $10,885-80.6% |