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 | $74,176 | $81,460-8.9% | $103,333-28.2% | $80,856-8.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.63% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $11,727 | $3,105+277.6% | $3,868+203.2% | $2,755+325.7% |
| Participant deferral / active EE | $2,839 | $3,869-26.6% | $5,057-43.9% | $4,296-33.9% |
| Admin fee / account holder | $3,131 | $6,566-52.3% | $8,355-62.5% | $6,918-54.7% |