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 | $75,310 | $104,251-27.8% | $91,001-17.2% | $147,584-49.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.07% | 27.06%-14.0pp | 4.60%+8.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,359 | $3,116-24.3% | $2,456-3.9% | $4,876-51.6% |
| Participant deferral / active EE | $3,596 | $4,195-14.3% | $3,547+1.4% | $5,439-33.9% |
| Admin fee / account holder | $14,734 | $8,948+64.7% | $5,417+172.0% | $10,885+35.4% |