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 | $45,511 | $46,869-2.9% | $122,332-62.8% | $70,131-35.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.00% | 24.22%-9.2pp | 30.27%-15.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,604 | $1,288+179.9% | $4,050-11.0% | $2,342+53.9% |
| Participant deferral / active EE | $4,651 | $2,166+114.7% | $3,287+41.5% | $3,332+39.6% |
| Admin fee / account holder | $2,737 | $3,322-17.6% | $5,478-50.0% | $4,645-41.1% |