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 | $44,070 | $72,012-38.8% | $185,823-76.3% | $79,858-44.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 21.56% | 23.12%-1.6pp | 35.95%-14.4pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,279 | $1,965-34.9% | $4,087-68.7% | $2,471-48.2% |
| Participant deferral / active EE | $3,688 | $3,779-2.4% | $5,632-34.5% | $3,740-1.4% |
| Admin fee / account holder | $2,149 | $4,513-52.4% | $9,500-77.4% | $5,306-59.5% |