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 | $47,539 | $52,279-9.1% | $89,391-46.8% | $79,858-40.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 25.12% | 22.16%+3.0pp | 245.62%-220.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,960 | $1,572+24.7% | $2,586-24.2% | $2,471-20.7% |
| Participant deferral / active EE | $2,788 | $2,740+1.7% | $3,890-28.3% | $3,740-25.5% |
| Admin fee / account holder | $1,829 | $3,356-45.5% | $4,881-62.5% | $5,306-65.5% |