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 | $50,683 | $73,933-31.4% | $96,683-47.6% | $75,163-32.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.01% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,599 | $2,928+57.1% | $3,737+23.1% | $2,670+72.2% |
| Participant deferral / active EE | $3,391 | $3,659-7.3% | $4,878-30.5% | $4,125-17.8% |
| Admin fee / account holder | $2,570 | $5,216-50.7% | $6,730-61.8% | $5,651-54.5% |