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 | $49,926 | $65,041-23.2% | $90,951-45.1% | $79,858-37.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.66% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,380 | $1,247+171.0% | $2,122+59.3% | $2,471+36.8% |
| Participant deferral / active EE | $2,138 | $2,512-14.9% | $3,373-36.6% | $3,740-42.8% |
| Admin fee / account holder | $1,102 | $4,536-75.7% | $5,959-81.5% | $5,306-79.2% |