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 | $31,884 | $64,348-50.5% | $90,160-64.6% | $70,131-54.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 41.22% | 28.13%+13.1pp | 34.88%+6.3pp | 73.14%-31.9pp |
| Employer contribution / active EE | $3,277 | $2,046+60.2% | $3,318-1.2% | $2,342+39.9% |
| Participant deferral / active EE | $7,942 | $4,389+81.0% | $5,288+50.2% | $3,332+138.4% |
| Admin fee / account holder | $4,937 | $3,944+25.2% | $5,943-16.9% | $4,645+6.3% |