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 | $84,798 | $83,337+1.8% | $67,834+25.0% | $273,961-69.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.64% | 259.45%-253.8pp | 138.47%-132.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $656 | $3,287-80.0% | $2,403-72.7% | $4,869-86.5% |
| Participant deferral / active EE | $1,632 | $4,088-60.1% | $3,160-48.3% | $5,287-69.1% |
| Admin fee / account holder | $1,239 | $6,752-81.7% | $4,622-73.2% | $10,132-87.8% |