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 | $69,604 | $98,750-29.5% | $149,696-53.5% | $79,858-12.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.31% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,773 | $3,216-44.9% | $4,644-61.8% | $2,471-28.3% |
| Participant deferral / active EE | $3,684 | $5,680-35.2% | $6,842-46.2% | $3,740-1.5% |
| Admin fee / account holder | $1,328 | $6,053-78.1% | $9,309-85.7% | $5,306-75.0% |