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 | $64,758 | $80,717-19.8% | $154,803-58.2% | $84,808-23.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.16% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,320 | $2,761-52.2% | $4,305-69.3% | $2,631-49.8% |
| Participant deferral / active EE | $5,524 | $3,303+67.2% | $5,540-0.3% | $4,212+31.2% |
| Admin fee / account holder | $892 | $6,746-86.8% | $14,329-93.8% | $7,344-87.9% |