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 | $34,645 | $80,717-57.1% | $154,803-77.6% | $84,808-59.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.23% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,740 | $2,761+71.7% | $4,305+10.1% | $2,631+80.2% |
| Participant deferral / active EE | $2,618 | $3,303-20.7% | $5,540-52.7% | $4,212-37.8% |
| Admin fee / account holder | $2,597 | $6,746-61.5% | $14,329-81.9% | $7,344-64.6% |