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 | $44,765 | $71,050-37.0% | $93,606-52.2% | $80,856-44.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,447 | $1,564-7.4% | $2,420-40.2% | $2,755-47.5% |
| Participant deferral / active EE | $1,676 | $4,034-58.4% | $4,411-62.0% | $4,296-61.0% |
| Admin fee / account holder | $4,815 | $6,945-30.7% | $8,285-41.9% | $6,918-30.4% |