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 | $81,754 | $77,899+4.9% | $149,673-45.4% | $75,163+8.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.25% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $967 | $3,137-69.2% | $4,818-79.9% | $2,670-63.8% |
| Participant deferral / active EE | $3,102 | $3,411-9.1% | $5,680-45.4% | $4,125-24.8% |
| Admin fee / account holder | $1,676 | $5,956-71.9% | $13,210-87.3% | $5,651-70.3% |