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 | $65,214 | $81,248-19.7% | $155,509-58.1% | $80,856-19.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.68% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,746 | $3,100-11.4% | $4,672-41.2% | $2,755-0.3% |
| Participant deferral / active EE | $6,156 | $3,452+78.3% | $5,626+9.4% | $4,296+43.3% |
| Admin fee / account holder | $18,176 | $7,997+127.3% | $15,912+14.2% | $6,918+162.7% |