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 | $42,975 | $93,571-54.1% | $135,903-68.4% | $75,163-42.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.75% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,983 | $3,537+12.6% | $4,856-18.0% | $2,670+49.2% |
| Participant deferral / active EE | $6,490 | $6,404+1.3% | $7,758-16.3% | $4,125+57.3% |
| Admin fee / account holder | $12,866 | $6,975+84.5% | $10,762+19.6% | $5,651+127.7% |