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 | $44,397 | $87,037-49.0% | $106,201-58.2% | $80,874-45.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.14% | 17.05%-1.9pp | 116.26%-101.1pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,903 | $2,396+21.1% | $3,170-8.4% | $2,756+5.3% |
| Participant deferral / active EE | $4,588 | $3,986+15.1% | $5,012-8.5% | $4,297+6.8% |
| Admin fee / account holder | $2,391 | $8,434-71.6% | $11,039-78.3% | $6,935-65.5% |