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 | $62,733 | $84,233-25.5% | $170,442-63.2% | $70,131-10.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.90% | 23.06%-4.2pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,325 | $3,387-31.4% | $5,433-57.2% | $2,342-0.8% |
| Participant deferral / active EE | $2,325 | $3,086-24.7% | $4,939-52.9% | $3,332-30.2% |
| Admin fee / account holder | $758 | $5,698-86.7% | $13,880-94.5% | $4,645-83.7% |