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 | $41,081 | $48,076-14.6% | $78,689-47.8% | $62,891-34.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.97% | 31.35%-20.4pp | 62.18%-51.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,323 | $2,015+15.3% | $2,851-18.5% | $2,281+1.8% |
| Participant deferral / active EE | $4,683 | $2,588+81.0% | $3,517+33.2% | $3,203+46.2% |
| Admin fee / account holder | $1,199 | $3,207-62.6% | $4,510-73.4% | $4,296-72.1% |