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 | $58,965 | $109,413-46.1% | $156,263-62.3% | $84,808-30.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,383 | $2,907-52.4% | $4,333-68.1% | $2,631-47.4% |
| Participant deferral / active EE | $8,900 | $4,590+93.9% | $6,158+44.5% | $4,212+111.3% |
| Admin fee / account holder | $5,028 | $9,357-46.3% | $14,255-64.7% | $7,344-31.5% |