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 | $47,853 | $88,672-46.0% | $105,223-54.5% | $82,448-42.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,761 | $3,048+23.4% | $3,689+2.0% | $2,551+47.4% |
| Participant deferral / active EE | $4,695 | $4,036+16.3% | $5,072-7.4% | $4,139+13.4% |
| Admin fee / account holder | $1,206 | $7,146-83.1% | $8,859-86.4% | $7,234-83.3% |