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 | $53,852 | $53,777+0.1% | $134,143-59.9% | $79,858-32.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.14% | 19.01%-4.9pp | 36.33%-22.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,104 | $1,321+286.3% | $3,704+37.8% | $2,471+106.6% |
| Participant deferral / active EE | $2,386 | $2,420-1.4% | $3,499-31.8% | $3,740-36.2% |
| Admin fee / account holder | $3,836 | $3,984-3.7% | $6,684-42.6% | $5,306-27.7% |