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 | $65,173 | $77,634-16.1% | $156,549-58.4% | $62,891+3.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.18% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,637 | $3,444-52.5% | $5,501-70.2% | $2,281-28.2% |
| Participant deferral / active EE | $1,596 | $3,045-47.6% | $4,871-67.2% | $3,203-50.2% |
| Admin fee / account holder | $7,615 | $5,561+36.9% | $13,027-41.5% | $4,296+77.3% |