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 | $63,506 | $95,803-33.7% | $113,168-43.9% | $84,808-25.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.54% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,799 | $2,360+18.6% | $2,975-5.9% | $2,631+6.4% |
| Participant deferral / active EE | $6,041 | $4,242+42.4% | $5,107+18.3% | $4,212+43.4% |
| Admin fee / account holder | $24,545 | $8,989+173.1% | $12,068+103.4% | $7,344+234.2% |