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 | $40,900 | $88,083-53.6% | $164,813-75.2% | $74,495-45.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.62% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,154 | $2,593+21.6% | $4,341-27.3% | $2,623+20.2% |
| Participant deferral / active EE | $5,082 | $4,498+13.0% | $6,031-15.7% | $4,346+16.9% |
| Admin fee / account holder | $2,062 | $2,234-7.7% | $12,690-83.8% | $1,942+6.2% |