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 | $45,815 | $85,766-46.6% | $136,294-66.4% | $70,131-34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.73% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,388 | $2,966-19.5% | $4,695-49.1% | $2,342+1.9% |
| Participant deferral / active EE | $2,751 | $5,051-45.5% | $6,247-56.0% | $3,332-17.4% |
| Admin fee / account holder | $6,376 | $5,420+17.6% | $9,243-31.0% | $4,645+37.3% |