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 | $53,812 | $106,749-49.6% | $145,433-63.0% | $82,448-34.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.67% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,026 | $3,444+16.9% | $4,554-11.6% | $2,551+57.8% |
| Participant deferral / active EE | $9,049 | $6,519+38.8% | $7,897+14.6% | $4,139+118.6% |
| Admin fee / account holder | $6,649 | $8,390-20.8% | $13,129-49.4% | $7,234-8.1% |