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 | $53,322 | $84,233-36.7% | $170,442-68.7% | $70,131-24.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,235 | $3,387-4.5% | $5,433-40.4% | $2,342+38.1% |
| Participant deferral / active EE | $2,595 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $1,535 | $5,698-73.1% | $13,880-88.9% | $4,645-66.9% |