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 | $40,661 | $57,541-29.3% | $95,745-57.5% | $75,163-45.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.88% | 34.93%-21.1pp | 28.35%-14.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,963 | $1,808+174.5% | $2,835+75.1% | $2,670+85.9% |
| Participant deferral / active EE | $2,516 | $3,074-18.2% | $4,245-40.7% | $4,125-39.0% |
| Admin fee / account holder | $4,295 | $4,099+4.8% | $5,678-24.3% | $5,651-24.0% |