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 | $48,645 | $49,138-1.0% | $84,015-42.1% | $65,185-25.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 19.18% | 23.00%-3.8pp | 71.31%-52.1pp | 29.38%-10.2pp |
| Employer contribution / active EE | $741 | $914-18.9% | $1,983-62.7% | $2,177-66.0% |
| Participant deferral / active EE | $2,555 | $2,397+6.6% | $3,239-21.1% | $3,514-27.3% |
| Admin fee / account holder | $911 | $543+67.7% | $6,101-85.1% | $847+7.6% |