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 | $61,392 | $81,248-24.4% | $155,509-60.5% | $80,856-24.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.58% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,804 | $3,100-9.5% | $4,672-40.0% | $2,755+1.8% |
| Participant deferral / active EE | $5,096 | $3,452+47.7% | $5,626-9.4% | $4,296+18.6% |
| Admin fee / account holder | $1,929 | $7,997-75.9% | $15,912-87.9% | $6,918-72.1% |