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 | $68,944 | $76,552-9.9% | $123,892-44.4% | $62,891+9.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.63% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,704 | $2,883-40.9% | $4,617-63.1% | $2,281-25.3% |
| Participant deferral / active EE | $2,543 | $4,840-47.5% | $5,984-57.5% | $3,203-20.6% |
| Admin fee / account holder | $1,137 | $4,826-76.4% | $8,357-86.4% | $4,296-73.5% |