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 | $42,639 | $72,012-40.8% | $185,823-77.1% | $79,858-46.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 51.84% | 23.12%+28.7pp | 35.95%+15.9pp | 31.71%+20.1pp |
| Employer contribution / active EE | $3,829 | $1,965+94.9% | $4,087-6.3% | $2,471+55.0% |
| Participant deferral / active EE | $8,235 | $3,779+117.9% | $5,632+46.2% | $3,740+120.2% |
| Admin fee / account holder | $5,116 | $4,513+13.4% | $9,500-46.1% | $5,306-3.6% |