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 | $75,567 | $101,724-25.7% | $164,813-54.1% | $80,856-6.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.40% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,772 | $2,953-40.0% | $4,341-59.2% | $2,755-35.7% |
| Participant deferral / active EE | $3,028 | $4,477-32.4% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $2,200 | $8,227-73.3% | $12,690-82.7% | $6,918-68.2% |