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 | $26,266 | $53,822-51.2% | $75,696-65.3% | $85,850-69.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.42% | 24.54%-11.1pp | 104.53%-91.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,428 | $2,017+20.4% | $2,743-11.5% | $2,565-5.3% |
| Participant deferral / active EE | $4,791 | $2,895+65.5% | $3,821+25.4% | $3,952+21.2% |
| Admin fee / account holder | $5,824 | $3,343+74.2% | $3,619+60.9% | $6,260-7.0% |