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 | $50,480 | $62,672-19.5% | $185,117-72.7% | $70,131-28.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.46% | 40.79%-25.3pp | 40.50%-25.0pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,584 | $1,753+161.5% | $4,182+9.6% | $2,342+95.7% |
| Participant deferral / active EE | $7,403 | $3,272+126.3% | $5,045+46.7% | $3,332+122.2% |
| Admin fee / account holder | $2,455 | $3,932-37.6% | $8,159-69.9% | $4,645-47.2% |