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 | $67,675 | $91,552-26.1% | $133,956-49.5% | $79,858-15.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.25% | 61.85%-45.6pp | 45.09%-28.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,792 | $2,384-24.8% | $3,919-54.3% | $2,471-27.5% |
| Participant deferral / active EE | $7,168 | $3,733+92.0% | $5,048+42.0% | $3,740+91.7% |
| Admin fee / account holder | $5,831 | $6,321-7.8% | $8,927-34.7% | $5,306+9.9% |