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 | $54,292 | $98,750-45.0% | $149,696-63.7% | $79,858-32.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,640 | $3,216-49.0% | $4,644-64.7% | $2,471-33.6% |
| Participant deferral / active EE | $3,130 | $5,680-44.9% | $6,842-54.3% | $3,740-16.3% |
| Admin fee / account holder | $3,731 | $6,053-38.4% | $9,309-59.9% | $5,306-29.7% |