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 | $28,008 | $57,541-51.3% | $95,745-70.7% | $75,163-62.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.16% | 34.93%-15.8pp | 28.35%-9.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,754 | $1,808+52.4% | $2,835-2.8% | $2,670+3.2% |
| Participant deferral / active EE | $5,010 | $3,074+63.0% | $4,245+18.0% | $4,125+21.5% |
| Admin fee / account holder | $2,941 | $4,099-28.2% | $5,678-48.2% | $5,651-48.0% |