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 | $42,774 | $73,933-42.1% | $96,683-55.8% | $75,163-43.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.58% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,542 | $2,928+21.0% | $3,737-5.2% | $2,670+32.7% |
| Participant deferral / active EE | $4,003 | $3,659+9.4% | $4,878-17.9% | $4,125-3.0% |
| Admin fee / account holder | $1,650 | $5,216-68.4% | $6,730-75.5% | $5,651-70.8% |