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 | $44,991 | $78,422-42.6% | $95,952-53.1% | $79,858-43.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.17% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,024 | $1,945+4.0% | $2,541-20.4% | $2,471-18.1% |
| Participant deferral / active EE | $5,993 | $3,440+74.2% | $4,167+43.8% | $3,740+60.2% |
| Admin fee / account holder | $1,704 | $5,622-69.7% | $6,795-74.9% | $5,306-67.9% |