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 | $67,447 | $81,248-17.0% | $155,509-56.6% | $80,856-16.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.21% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,873 | $3,100-7.3% | $4,672-38.5% | $2,755+4.3% |
| Participant deferral / active EE | $8,035 | $3,452+132.8% | $5,626+42.8% | $4,296+87.0% |
| Admin fee / account holder | $4,232 | $7,997-47.1% | $15,912-73.4% | $6,918-38.8% |