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 | $29,442 | $77,813-62.2% | $123,544-76.2% | $64,186-54.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 12.14% | 12.48%-0.3pp | 119.20%-107.1pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,966 | $3,014-1.6% | $4,628-35.9% | $2,381+24.6% |
| Participant deferral / active EE | $6,640 | $5,240+26.7% | $6,426+3.3% | $3,470+91.4% |
| Admin fee / account holder | $1,067 | $5,519-80.7% | $9,284-88.5% | $4,888-78.2% |