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 | $61,095 | $63,355-3.6% | $91,989-33.6% | $72,985-16.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.18% | 35.35%-14.2pp | 69.02%-47.8pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,419 | $2,116-32.9% | $3,452-58.9% | $2,440-41.8% |
| Participant deferral / active EE | $4,277 | $4,883-12.4% | $5,923-27.8% | $3,607+18.6% |
| Admin fee / account holder | $6,062 | $4,668+29.9% | $7,743-21.7% | $5,124+18.3% |