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 | $43,674 | $87,841-50.3% | $133,980-67.4% | $62,891-30.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.21% | 12.05%-3.8pp | 29.30%-21.1pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,798 | $3,483-19.7% | $5,211-46.3% | $2,281+22.7% |
| Participant deferral / active EE | $4,413 | $4,812-8.3% | $6,282-29.8% | $3,203+37.8% |
| Admin fee / account holder | $911 | $5,371-83.0% | $9,324-90.2% | $4,296-78.8% |