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 | $55,876 | $91,552-39.0% | $133,956-58.3% | $79,858-30.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.03% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,617 | $2,384-32.1% | $3,919-58.7% | $2,471-34.5% |
| Participant deferral / active EE | $2,077 | $3,733-44.4% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $851 | $6,321-86.5% | $8,927-90.5% | $5,306-84.0% |