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 | $44,678 | $91,552-51.2% | $133,956-66.6% | $79,858-44.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.88% | 61.85%-46.0pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $6,539 | $2,384+174.3% | $3,919+66.9% | $2,471+164.6% |
| Participant deferral / active EE | $3,336 | $3,733-10.7% | $5,048-33.9% | $3,740-10.8% |
| Admin fee / account holder | $455 | $6,321-92.8% | $8,927-94.9% | $5,306-91.4% |