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 | $40,639 | $91,552-55.6% | $133,956-69.7% | $79,858-49.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.68% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,798 | $2,384-24.6% | $3,919-54.1% | $2,471-27.2% |
| Participant deferral / active EE | $2,935 | $3,733-21.4% | $5,048-41.8% | $3,740-21.5% |
| Admin fee / account holder | $6,749 | $6,321+6.8% | $8,927-24.4% | $5,306+27.2% |