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 | $35,500 | $93,571-62.1% | $135,903-73.9% | $75,163-52.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,740 | $3,537+5.7% | $4,856-23.0% | $2,670+40.1% |
| Participant deferral / active EE | $3,539 | $6,404-44.7% | $7,758-54.4% | $4,125-14.2% |
| Admin fee / account holder | $1,256 | $6,975-82.0% | $10,762-88.3% | $5,651-77.8% |