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 | $66,046 | $73,933-10.7% | $96,683-31.7% | $75,163-12.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.10% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $5,764 | $2,928+96.9% | $3,737+54.3% | $2,670+115.9% |
| Participant deferral / active EE | $1,867 | $3,659-49.0% | $4,878-61.7% | $4,125-54.7% |
| Admin fee / account holder | $8,594 | $5,216+64.8% | $6,730+27.7% | $5,651+52.1% |