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 | $49,939 | $109,413-54.4% | $156,263-68.0% | $84,808-41.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.38% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,199 | $2,907-58.7% | $4,333-72.3% | $2,631-54.4% |
| Participant deferral / active EE | $3,678 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $1,203 | $9,357-87.1% | $14,255-91.6% | $7,344-83.6% |