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 | $51,565 | $91,552-43.7% | $133,956-61.5% | $79,858-35.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.02% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,533 | $2,384-35.7% | $3,919-60.9% | $2,471-37.9% |
| Participant deferral / active EE | $3,010 | $3,733-19.4% | $5,048-40.4% | $3,740-19.5% |
| Admin fee / account holder | $1,860 | $6,321-70.6% | $8,927-79.2% | $5,306-65.0% |