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 | $62,515 | $65,041-3.9% | $90,951-31.3% | $79,858-21.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.28% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,362 | $1,247+9.2% | $2,122-35.8% | $2,471-44.9% |
| Participant deferral / active EE | $3,249 | $2,512+29.3% | $3,373-3.7% | $3,740-13.1% |
| Admin fee / account holder | $5,331 | $4,536+17.5% | $5,959-10.5% | $5,306+0.5% |