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 | $45,995 | $98,750-53.4% | $149,696-69.3% | $79,858-42.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.20% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,114 | $3,216-3.2% | $4,644-32.9% | $2,471+26.0% |
| Participant deferral / active EE | $3,431 | $5,680-39.6% | $6,842-49.8% | $3,740-8.3% |
| Admin fee / account holder | $1,331 | $6,053-78.0% | $9,309-85.7% | $5,306-74.9% |