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 | $68,387 | $72,012-5.0% | $185,823-63.2% | $79,858-14.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.26% | 23.12%-6.9pp | 35.95%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,242 | $1,965+14.1% | $4,087-45.1% | $2,471-9.3% |
| Participant deferral / active EE | $3,738 | $3,779-1.1% | $5,632-33.6% | $3,740-0.1% |
| Admin fee / account holder | $2,757 | $4,513-38.9% | $9,500-71.0% | $5,306-48.0% |