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 | $48,593 | $73,933-34.3% | $96,683-49.7% | $75,163-35.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.23% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,857 | $2,928-2.4% | $3,737-23.6% | $2,670+7.0% |
| Participant deferral / active EE | $3,601 | $3,659-1.6% | $4,878-26.2% | $4,125-12.7% |
| Admin fee / account holder | $7,120 | $5,216+36.5% | $6,730+5.8% | $5,651+26.0% |