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 | $41,228 | $64,348-35.9% | $90,160-54.3% | $70,131-41.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.08% | 28.13%-12.1pp | 34.88%-18.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $7,550 | $2,046+269.1% | $3,318+127.6% | $2,342+222.3% |
| Participant deferral / active EE | $2,539 | $4,389-42.1% | $5,288-52.0% | $3,332-23.8% |
| Admin fee / account holder | $880 | $3,944-77.7% | $5,943-85.2% | $4,645-81.1% |