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 | $36,140 | $80,717-55.2% | $154,803-76.7% | $84,808-57.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.22% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,741 | $2,761+35.5% | $4,305-13.1% | $2,631+42.2% |
| Participant deferral / active EE | $2,315 | $3,303-29.9% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $3,468 | $6,746-48.6% | $14,329-75.8% | $7,344-52.8% |