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 | $33,622 | $39,122-14.1% | $57,179-41.2% | $62,891-46.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 65.38% | 9.23%+56.1pp | 14.59%+50.8pp | 20.14%+45.2pp |
| Employer contribution / active EE | $2,445 | $1,874+30.5% | $2,682-8.8% | $2,281+7.2% |
| Participant deferral / active EE | $2,445 | $2,374+3.0% | $3,096-21.0% | $3,203-23.7% |
| Admin fee / account holder | $1,628 | $2,592-37.2% | $3,139-48.1% | $4,296-62.1% |