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 | $47,676 | $80,968-41.1% | $96,544-50.6% | $75,163-36.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.60% | 27.06%-10.5pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,437 | $2,282+6.8% | $2,965-17.8% | $2,670-8.7% |
| Participant deferral / active EE | $2,570 | $3,928-34.6% | $4,851-47.0% | $4,125-37.7% |
| Admin fee / account holder | $2,408 | $6,724-64.2% | $8,252-70.8% | $5,651-57.4% |