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 | $52,777 | $72,277-27.0% | $101,248-47.9% | $79,858-33.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.43% | 22.30%-9.9pp | 46.47%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,004 | $2,692-25.5% | $3,660-45.2% | $2,471-18.9% |
| Participant deferral / active EE | $4,845 | $3,282+47.6% | $4,370+10.9% | $3,740+29.5% |
| Admin fee / account holder | $2,783 | $4,400-36.8% | $5,945-53.2% | $5,306-47.5% |