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 | $51,469 | $109,359-52.9% | $162,163-68.3% | $72,985-29.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.81% | 25.46%-0.6pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,047 | $3,907-47.6% | $5,614-63.5% | $2,440-16.1% |
| Participant deferral / active EE | $3,860 | $5,481-29.6% | $7,298-47.1% | $3,607+7.0% |
| Admin fee / account holder | $2,873 | $7,972-64.0% | $10,843-73.5% | $5,124-43.9% |