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 7-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 | $53,949 | $81,248-33.6% | $155,509-65.3% | $80,856-33.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,152 | $3,100-30.6% | $4,672-53.9% | $2,755-21.9% |
| Participant deferral / active EE | $2,716 | $3,452-21.3% | $5,626-51.7% | $4,296-36.8% |
| Admin fee / account holder | $13,237 | $7,997+65.5% | $15,912-16.8% | $6,918+91.3% |