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 | $33,135 | $72,277-54.2% | $101,248-67.3% | $79,858-58.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.55% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,872 | $2,692+6.7% | $3,660-21.5% | $2,471+16.2% |
| Participant deferral / active EE | $4,816 | $3,282+46.8% | $4,370+10.2% | $3,740+28.8% |
| Admin fee / account holder | $4,117 | $4,400-6.4% | $5,945-30.7% | $5,306-22.4% |