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 | $107,571 | $94,625+13.7% | $116,228-7.4% | $84,808+26.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,635 | $2,347-30.3% | $2,994-45.4% | $2,631-37.9% |
| Participant deferral / active EE | $2,600 | $3,972-34.5% | $4,953-47.5% | $4,212-38.3% |
| Admin fee / account holder | $32,302 | $10,091+220.1% | $11,989+169.4% | $7,344+339.9% |