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 | $41,182 | $109,359-62.3% | $162,163-74.6% | $72,985-43.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.32% | 25.46%-3.1pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,459 | $3,907-37.1% | $5,614-56.2% | $2,440+0.8% |
| Participant deferral / active EE | $3,870 | $5,481-29.4% | $7,298-47.0% | $3,607+7.3% |
| Admin fee / account holder | $4,095 | $7,972-48.6% | $10,843-62.2% | $5,124-20.1% |