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 | $42,544 | $77,899-45.4% | $149,673-71.6% | $75,163-43.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.70% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,677 | $3,137+49.1% | $4,818-2.9% | $2,670+75.2% |
| Participant deferral / active EE | $2,056 | $3,411-39.7% | $5,680-63.8% | $4,125-50.2% |
| Admin fee / account holder | $309 | $5,956-94.8% | $13,210-97.7% | $5,651-94.5% |