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 | $89,646 | $46,553+92.6% | $64,056+39.9% | $75,163+19.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.33% | 26.03%-9.7pp | 33.69%-17.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,735 | $1,974-12.1% | $2,747-36.8% | $2,670-35.0% |
| Participant deferral / active EE | $2,258 | $2,837-20.4% | $3,880-41.8% | $4,125-45.3% |
| Admin fee / account holder | $2,043 | $2,952-30.8% | $3,068-33.4% | $5,651-63.9% |