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 | $77,971 | $78,520-0.7% | $96,576-19.3% | $82,448-5.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 28.53% | 41.30%-12.8pp | 38.47%-9.9pp | 41.64%-13.1pp |
| Employer contribution / active EE | $1,236 | $2,630-53.0% | $3,553-65.2% | $2,551-51.5% |
| Participant deferral / active EE | $11,585 | $6,754+71.5% | $7,956+45.6% | $4,139+179.9% |
| Admin fee / account holder | $4,903 | $13,455-63.6% | $11,381-56.9% | $7,234-32.2% |