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 | $49,824 | $90,503-44.9% | $78,689-36.7% | $273,961-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.34% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,554 | $3,176+43.4% | $2,851+59.8% | $4,869-6.5% |
| Participant deferral / active EE | $9,263 | $3,901+137.4% | $3,517+163.4% | $5,287+75.2% |
| Admin fee / account holder | $1,148 | $5,263-78.2% | $4,510-74.5% | $10,132-88.7% |