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 | $83,605 | $95,803-12.7% | $113,168-26.1% | $84,808-1.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.62% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,080 | $2,360+30.5% | $2,975+3.5% | $2,631+17.1% |
| Participant deferral / active EE | $9,999 | $4,242+135.7% | $5,107+95.8% | $4,212+137.4% |
| Admin fee / account holder | $1,651 | $8,989-81.6% | $12,068-86.3% | $7,344-77.5% |