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 | $47,967 | $24,730+94.0% | $66,042-27.4% | $84,808-43.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 17.15% | 79.55%-62.4pp | 52.11%-35.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,843 | $857+348.6% | $1,579+143.4% | $2,631+46.1% |
| Participant deferral / active EE | $8,091 | $1,737+365.8% | $2,835+185.3% | $4,212+92.1% |
| Admin fee / account holder | $8,741 | $3,014+190.0% | $5,747+52.1% | $7,344+19.0% |