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 | $41,782 | $73,933-43.5% | $96,683-56.8% | $75,163-44.4% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 18.18% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,603 | $2,928+23.1% | $3,737-3.6% | $2,670+35.0% |
| Participant deferral / active EE | $6,213 | $3,659+69.8% | $4,878+27.4% | $4,125+50.6% |
| Admin fee / account holder | $1,498 | $5,216-71.3% | $6,730-77.7% | $5,651-73.5% |