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 | $57,155 | $81,248-29.7% | $155,509-63.2% | $80,856-29.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.94% | 33.31%-15.4pp | 64.67%-46.7pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,367 | $3,100+73.1% | $4,672+14.9% | $2,755+94.8% |
| Participant deferral / active EE | $2,477 | $3,452-28.2% | $5,626-56.0% | $4,296-42.3% |
| Admin fee / account holder | $4,680 | $7,997-41.5% | $15,912-70.6% | $6,918-32.4% |