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 | $71,461 | $89,355-20.0% | $141,162-49.4% | $72,985-2.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.61% | 111.85%-92.2pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,526 | $3,114-51.0% | $4,735-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $3,385 | $5,418-37.5% | $6,709-49.5% | $3,607-6.2% |
| Admin fee / account holder | $3,206 | $5,958-46.2% | $10,261-68.8% | $5,124-37.4% |