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 | $39,709 | $101,724-61.0% | $164,813-75.9% | $80,856-50.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.60% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,097 | $2,953-62.9% | $4,341-74.7% | $2,755-60.2% |
| Participant deferral / active EE | $4,920 | $4,477+9.9% | $6,031-18.4% | $4,296+14.5% |
| Admin fee / account holder | $1,035 | $8,227-87.4% | $12,690-91.8% | $6,918-85.0% |