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 | $59,027 | $78,422-24.7% | $95,952-38.5% | $79,858-26.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.12% | 19.37%-9.3pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,454 | $1,945-25.2% | $2,541-42.8% | $2,471-41.1% |
| Participant deferral / active EE | $2,405 | $3,440-30.1% | $4,167-42.3% | $3,740-35.7% |
| Admin fee / account holder | $8,159 | $5,622+45.1% | $6,795+20.1% | $5,306+53.8% |