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 | $79,628 | $101,724-21.7% | $164,813-51.7% | $80,856-1.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.81% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,421 | $2,953+49.7% | $4,341+1.8% | $2,755+60.5% |
| Participant deferral / active EE | $8,648 | $4,477+93.2% | $6,031+43.4% | $4,296+101.3% |
| Admin fee / account holder | $2,972 | $8,227-63.9% | $12,690-76.6% | $6,918-57.0% |