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 | $55,456 | $68,719-19.3% | $91,541-39.4% | $84,808-34.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.54% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,771 | $1,920+44.3% | $2,505+10.6% | $2,631+5.3% |
| Participant deferral / active EE | $5,321 | $3,136+69.7% | $4,008+32.8% | $4,212+26.3% |
| Admin fee / account holder | $9,605 | $5,786+66.0% | $6,956+38.1% | $7,344+30.8% |