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 | $62,873 | $78,422-19.8% | $95,952-34.5% | $79,858-21.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.08% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,429 | $1,945-26.6% | $2,541-43.8% | $2,471-42.2% |
| Participant deferral / active EE | $1,589 | $3,440-53.8% | $4,167-61.9% | $3,740-57.5% |
| Admin fee / account holder | $4,231 | $5,622-24.7% | $6,795-37.7% | $5,306-20.3% |