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 | $74,542 | $81,248-8.3% | $155,509-52.1% | $80,856-7.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.81% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $8,382 | $3,100+170.4% | $4,672+79.4% | $2,755+204.3% |
| Participant deferral / active EE | $3,092 | $3,452-10.4% | $5,626-45.0% | $4,296-28.0% |
| Admin fee / account holder | $2,180 | $7,997-72.7% | $15,912-86.3% | $6,918-68.5% |