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 | $24,313 | $78,672-69.1% | $109,143-77.7% | $85,850-71.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 35.10% | 25.09%+10.0pp | 25.75%+9.4pp | 318.53%-283.4pp |
| Employer contribution / active EE | $1,682 | $2,735-38.5% | $3,722-54.8% | $2,565-34.4% |
| Participant deferral / active EE | $4,533 | $3,467+30.7% | $4,653-2.6% | $3,952+14.7% |
| Admin fee / account holder | $19,991 | $5,469+265.5% | $6,752+196.1% | $6,260+219.4% |