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 | $52,118 | $67,411-22.7% | $91,001-42.7% | $70,131-25.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.64% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,000 | $1,786+12.0% | $2,456-18.5% | $2,342-14.6% |
| Participant deferral / active EE | $3,021 | $2,823+7.0% | $3,547-14.8% | $3,332-9.3% |
| Admin fee / account holder | $2,332 | $4,236-45.0% | $5,417-57.0% | $4,645-49.8% |