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 | $63,652 | $93,571-32.0% | $135,903-53.2% | $75,163-15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.15% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,814 | $3,537-20.4% | $4,856-42.1% | $2,670+5.4% |
| Participant deferral / active EE | $8,152 | $6,404+27.3% | $7,758+5.1% | $4,125+97.6% |
| Admin fee / account holder | $1,217 | $6,975-82.6% | $10,762-88.7% | $5,651-78.5% |