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 6-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 | $65,886 | $148,978-55.8% | $200,582-67.2% | $84,808-22.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.17% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,280 | $4,815-11.1% | $6,419-33.3% | $2,631+62.7% |
| Participant deferral / active EE | $10,538 | $7,142+47.5% | $9,331+12.9% | $4,212+150.2% |
| Admin fee / account holder | $3,885 | $13,977-72.2% | $16,305-76.2% | $7,344-47.1% |