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 | $43,740 | $60,349-27.5% | $74,183-41.0% | $62,891-30.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.74% | 21.37%-7.6pp | 17.74%-4.0pp | 20.14%-6.4pp |
| Employer contribution / active EE | $1,992 | $1,680+18.6% | $2,370-15.9% | $2,281-12.7% |
| Participant deferral / active EE | $3,461 | $2,856+21.2% | $3,550-2.5% | $3,203+8.1% |
| Admin fee / account holder | $1,091 | $4,261-74.4% | $5,586-80.5% | $4,296-74.6% |