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 | $54,463 | $66,310-17.9% | $93,606-41.8% | $65,185-16.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 21.63% | 42.58%-21.0pp | 32.76%-11.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $4,145 | $2,012+106.0% | $2,718+52.5% | $2,177+90.4% |
| Participant deferral / active EE | $4,910 | $3,342+46.9% | $4,069+20.7% | $3,514+39.7% |
| Admin fee / account holder | $1,380 | $6,897-80.0% | $7,888-82.5% | $847+62.9% |