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 | $50,672 | $84,233-39.8% | $170,442-70.3% | $70,131-27.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.86% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,793 | $3,387-47.1% | $5,433-67.0% | $2,342-23.5% |
| Participant deferral / active EE | $1,337 | $3,086-56.7% | $4,939-72.9% | $3,332-59.9% |
| Admin fee / account holder | $1,915 | $5,698-66.4% | $13,880-86.2% | $4,645-58.8% |