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 | $46,988 | $77,899-39.7% | $149,673-68.6% | $75,163-37.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.93% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,862 | $3,137-8.8% | $4,818-40.6% | $2,670+7.2% |
| Participant deferral / active EE | $4,605 | $3,411+35.0% | $5,680-18.9% | $4,125+11.6% |
| Admin fee / account holder | $1,987 | $5,956-66.6% | $13,210-85.0% | $5,651-64.8% |