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 | $65,783 | $68,547-4.0% | $120,354-45.3% | $80,856-18.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.22% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,891 | $2,051+40.9% | $3,463-16.5% | $2,755+4.9% |
| Participant deferral / active EE | $5,758 | $3,173+81.4% | $4,991+15.4% | $4,296+34.0% |
| Admin fee / account holder | $42,492 | $5,732+641.3% | $9,423+350.9% | $6,918+514.2% |