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 | $68,086 | $98,750-31.1% | $149,696-54.5% | $79,858-14.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,110 | $3,216-34.4% | $4,644-54.6% | $2,471-14.6% |
| Participant deferral / active EE | $4,083 | $5,680-28.1% | $6,842-40.3% | $3,740+9.2% |
| Admin fee / account holder | $2,006 | $6,053-66.9% | $9,309-78.4% | $5,306-62.2% |