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 | $43,585 | $66,764-34.7% | $88,497-50.8% | $62,891-30.7% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 20.38% | 10.37%+10.0pp | 7.63%+12.7pp | 20.14%+0.2pp |
| Employer contribution / active EE | $3,479 | $3,077+13.1% | $4,036-13.8% | $2,281+52.5% |
| Participant deferral / active EE | $4,517 | $3,976+13.6% | $4,899-7.8% | $3,203+41.0% |
| Admin fee / account holder | $1,124 | $4,668-75.9% | $6,220-81.9% | $4,296-73.8% |