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 | $61,397 | $109,881-44.1% | $150,045-59.1% | $84,808-27.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,526 | $3,561+27.1% | $4,693-3.6% | $2,631+72.0% |
| Participant deferral / active EE | $2,880 | $6,636-56.6% | $7,997-64.0% | $4,212-31.6% |
| Admin fee / account holder | $3,836 | $8,568-55.2% | $13,435-71.4% | $7,344-47.8% |