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 | $56,126 | $81,233-30.9% | $155,567-63.9% | $80,874-30.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.46% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,193 | $3,101-29.3% | $4,674-53.1% | $2,756-20.4% |
| Participant deferral / active EE | $2,700 | $3,452-21.8% | $5,628-52.0% | $4,297-37.2% |
| Admin fee / account holder | $7,354 | $7,998-8.0% | $15,916-53.8% | $6,935+6.0% |