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 | $48,733 | $73,933-34.1% | $96,683-49.6% | $75,163-35.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.72% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,064 | $2,928+73.0% | $3,737+35.5% | $2,670+89.7% |
| Participant deferral / active EE | $6,650 | $3,659+81.8% | $4,878+36.3% | $4,125+61.2% |
| Admin fee / account holder | $3,062 | $5,216-41.3% | $6,730-54.5% | $5,651-45.8% |