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 | $28,154 | $76,407-63.2% | $150,298-81.3% | $82,448-65.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 41.60% | 39.99%+1.6pp | 62.79%-21.2pp | 41.64%0pp |
| Employer contribution / active EE | $2,203 | $2,614-15.7% | $4,154-47.0% | $2,551-13.6% |
| Participant deferral / active EE | $3,659 | $3,214+13.8% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $1,102 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |