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 | $58,524 | $85,766-31.8% | $136,294-57.1% | $70,131-16.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.24% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,524 | $2,966-48.6% | $4,695-67.5% | $2,342-34.9% |
| Participant deferral / active EE | $6,993 | $5,051+38.4% | $6,247+11.9% | $3,332+109.9% |
| Admin fee / account holder | $1,869 | $5,420-65.5% | $9,243-79.8% | $4,645-59.8% |