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 | $63,945 | $81,248-21.3% | $155,509-58.9% | $80,856-20.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.12% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,756 | $3,100-43.3% | $4,672-62.4% | $2,755-36.2% |
| Participant deferral / active EE | $3,934 | $3,452+14.0% | $5,626-30.1% | $4,296-8.4% |
| Admin fee / account holder | $4,274 | $7,997-46.6% | $15,912-73.1% | $6,918-38.2% |