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 | $66,201 | $81,248-18.5% | $155,509-57.4% | $80,856-18.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.91% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,371 | $3,100-55.8% | $4,672-70.7% | $2,755-50.2% |
| Participant deferral / active EE | $3,043 | $3,452-11.8% | $5,626-45.9% | $4,296-29.2% |
| Admin fee / account holder | $5,804 | $7,997-27.4% | $15,912-63.5% | $6,918-16.1% |