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 | $60,647 | $39,122+55.0% | $57,179+6.1% | $62,891-3.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.54% | 9.23%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,244 | $1,874-33.6% | $2,682-53.6% | $2,281-45.5% |
| Participant deferral / active EE | $3,681 | $2,374+55.1% | $3,096+18.9% | $3,203+14.9% |
| Admin fee / account holder | $7,931 | $2,592+206.0% | $3,139+152.7% | $4,296+84.6% |