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 | $59,544 | $98,750-39.7% | $149,696-60.2% | $79,858-25.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.89% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,548 | $3,216-20.8% | $4,644-45.1% | $2,471+3.1% |
| Participant deferral / active EE | $6,057 | $5,680+6.6% | $6,842-11.5% | $3,740+62.0% |
| Admin fee / account holder | $17,183 | $6,053+183.9% | $9,309+84.6% | $5,306+223.8% |