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 | $66,228 | $81,248-18.5% | $155,509-57.4% | $80,856-18.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 100.11% | 33.31%+66.8pp | 64.67%+35.4pp | 35.59%+64.5pp |
| Employer contribution / active EE | $9,589 | $3,100+209.3% | $4,672+105.2% | $2,755+248.1% |
| Participant deferral / active EE | $2,663 | $3,452-22.9% | $5,626-52.7% | $4,296-38.0% |
| Admin fee / account holder | $7,087 | $7,997-11.4% | $15,912-55.5% | $6,918+2.4% |