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 | $41,489 | $72,277-42.6% | $101,248-59.0% | $79,858-48.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.59% | 22.30%+0.3pp | 46.47%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,389 | $2,692+25.9% | $3,660-7.4% | $2,471+37.2% |
| Participant deferral / active EE | $4,359 | $3,282+32.8% | $4,370-0.3% | $3,740+16.5% |
| Admin fee / account holder | $631 | $4,400-85.7% | $5,945-89.4% | $5,306-88.1% |