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 | $68,910 | $77,634-11.2% | $156,549-56.0% | $62,891+9.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.81% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,037 | $3,444-11.8% | $5,501-44.8% | $2,281+33.1% |
| Participant deferral / active EE | $2,190 | $3,045-28.1% | $4,871-55.0% | $3,203-31.6% |
| Admin fee / account holder | $4,923 | $5,561-11.5% | $13,027-62.2% | $4,296+14.6% |