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 | $71,424 | $106,749-33.1% | $145,433-50.9% | $82,448-13.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.13% | 27.59%-5.5pp | 66.58%-44.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,430 | $3,444-29.5% | $4,554-46.6% | $2,551-4.7% |
| Participant deferral / active EE | $4,010 | $6,519-38.5% | $7,897-49.2% | $4,139-3.1% |
| Admin fee / account holder | $3,598 | $8,390-57.1% | $13,129-72.6% | $7,234-50.3% |