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 | $61,543 | $72,388-15.0% | $111,392-44.8% | $64,186-4.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 10.77% | -1.50%+12.3pp | -2.06%+12.8pp | 7.63%+3.1pp |
| Employer contribution / active EE | $1,234 | $3,000-58.9% | $4,328-71.5% | $2,381-48.2% |
| Participant deferral / active EE | $2,392 | $4,241-43.6% | $5,567-57.0% | $3,470-31.1% |
| Admin fee / account holder | $1,152 | $5,719-79.9% | $12,266-90.6% | $4,888-76.4% |