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 | $53,492 | $84,233-36.5% | $170,442-68.6% | $70,131-23.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.28% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,833 | $3,387+13.2% | $5,433-29.4% | $2,342+63.6% |
| Participant deferral / active EE | $2,247 | $3,086-27.2% | $4,939-54.5% | $3,332-32.5% |
| Admin fee / account holder | $6,313 | $5,698+10.8% | $13,880-54.5% | $4,645+35.9% |