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 | $39,500 | $80,717-51.1% | $154,803-74.5% | $84,808-53.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.11% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,877 | $2,761+4.2% | $4,305-33.2% | $2,631+9.3% |
| Participant deferral / active EE | $5,870 | $3,303+77.7% | $5,540+6.0% | $4,212+39.4% |
| Admin fee / account holder | $13,279 | $6,746+96.9% | $14,329-7.3% | $7,344+80.8% |