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 | $56,371 | $77,899-27.6% | $149,673-62.3% | $75,163-25.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.71% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,096 | $3,137+30.6% | $4,818-15.0% | $2,670+53.4% |
| Participant deferral / active EE | $2,790 | $3,411-18.2% | $5,680-50.9% | $4,125-32.4% |
| Admin fee / account holder | $2,260 | $5,956-62.1% | $13,210-82.9% | $5,651-60.0% |