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 | $60,971 | $94,625-35.6% | $116,228-47.5% | $84,808-28.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.45% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,422 | $2,347-39.4% | $2,994-52.5% | $2,631-45.9% |
| Participant deferral / active EE | $3,592 | $3,972-9.6% | $4,953-27.5% | $4,212-14.7% |
| Admin fee / account holder | $2,182 | $10,091-78.4% | $11,989-81.8% | $7,344-70.3% |