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 | $43,353 | $71,829-39.6% | $69,780-37.9% | $142,382-69.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.63% | 31.01%-16.4pp | 26.31%-11.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,210 | $4,385-26.8% | $4,168-23.0% | $4,299-25.3% |
| Participant deferral / active EE | $8,687 | $6,819+27.4% | $6,164+40.9% | $6,507+33.5% |
| Admin fee / account holder | $39,223 | $7,818+401.7% | $7,285+438.4% | $12,624+210.7% |