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 | $39,442 | $48,076-18.0% | $78,689-49.9% | $62,891-37.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.31% | 31.35%-24.0pp | 62.18%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,827 | $2,015+139.6% | $2,851+69.3% | $2,281+111.6% |
| Participant deferral / active EE | $4,369 | $2,588+68.8% | $3,517+24.2% | $3,203+36.4% |
| Admin fee / account holder | $6,991 | $3,207+118.0% | $4,510+55.0% | $4,296+62.7% |