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 | $43,114 | $83,477-48.4% | $125,175-65.6% | $72,985-40.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.57% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,980 | $2,345+69.7% | $3,865+3.0% | $2,440+63.1% |
| Participant deferral / active EE | $2,919 | $3,585-18.6% | $4,937-40.9% | $3,607-19.1% |
| Admin fee / account holder | $51,359 | $5,517+830.9% | $9,702+429.4% | $5,124+902.3% |