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 | $38,762 | $80,717-52.0% | $154,803-75.0% | $84,808-54.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.64% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,472 | $2,761-10.5% | $4,305-42.6% | $2,631-6.0% |
| Participant deferral / active EE | $4,198 | $3,303+27.1% | $5,540-24.2% | $4,212-0.3% |
| Admin fee / account holder | $4,747 | $6,746-29.6% | $14,329-66.9% | $7,344-35.4% |