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 | $49,758 | $101,724-51.1% | $164,813-69.8% | $80,856-38.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.66% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,797 | $2,953+96.3% | $4,341+33.5% | $2,755+110.4% |
| Participant deferral / active EE | $2,507 | $4,477-44.0% | $6,031-58.4% | $4,296-41.6% |
| Admin fee / account holder | $1,339 | $8,227-83.7% | $12,690-89.5% | $6,918-80.6% |