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 | $79,895 | $81,460-1.9% | $103,333-22.7% | $80,856-1.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.76% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,606 | $3,105-16.1% | $3,868-32.6% | $2,755-5.4% |
| Participant deferral / active EE | $5,093 | $3,869+31.6% | $5,057+0.7% | $4,296+18.5% |
| Admin fee / account holder | $58,677 | $6,566+793.6% | $8,355+602.3% | $6,918+748.2% |