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 | $64,765 | $109,413-40.8% | $156,263-58.6% | $84,808-23.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.95% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,313 | $2,907-54.8% | $4,333-69.7% | $2,631-50.1% |
| Participant deferral / active EE | $3,967 | $4,590-13.6% | $6,158-35.6% | $4,212-5.8% |
| Admin fee / account holder | $10,825 | $9,357+15.7% | $14,255-24.1% | $7,344+47.4% |