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 | $69,791 | $76,367-8.6% | $93,606-25.4% | $72,985-4.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.94% | 25.82%-6.9pp | 32.76%-13.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,056 | $2,275+122.2% | $2,718+86.0% | $2,440+107.2% |
| Participant deferral / active EE | $2,552 | $3,538-27.9% | $4,069-37.3% | $3,607-29.3% |
| Admin fee / account holder | $10,062 | $6,838+47.2% | $7,888+27.6% | $5,124+96.4% |