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 | $56,671 | $138,347-59.0% | $184,203-69.2% | $80,856-29.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.50% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,719 | $4,850-44.0% | $6,427-57.7% | $2,755-1.3% |
| Participant deferral / active EE | $4,645 | $7,071-34.3% | $9,131-49.1% | $4,296+8.1% |
| Admin fee / account holder | $2,666 | $10,483-74.6% | $13,901-80.8% | $6,918-61.5% |