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 | $44,403 | $76,552-42.0% | $123,892-64.2% | $62,891-29.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.63% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,728 | $2,883+29.3% | $4,617-19.3% | $2,281+63.4% |
| Participant deferral / active EE | $6,190 | $4,840+27.9% | $5,984+3.4% | $3,203+93.3% |
| Admin fee / account holder | $3,224 | $4,826-33.2% | $8,357-61.4% | $4,296-24.9% |