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 | $60,255 | $69,977-13.9% | $108,579-44.5% | $62,891-4.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.43% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,272 | $2,135+146.9% | $3,758+40.3% | $2,281+131.1% |
| Participant deferral / active EE | $2,392 | $3,165-24.4% | $4,311-44.5% | $3,203-25.3% |
| Admin fee / account holder | $325 | $5,076-93.6% | $7,645-95.7% | $4,296-92.4% |