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 | $54,726 | $109,881-50.2% | $150,045-63.5% | $84,808-35.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 50.66% | 28.25%+22.4pp | 62.55%-11.9pp | 40.90%+9.8pp |
| Employer contribution / active EE | $2,349 | $3,561-34.0% | $4,693-50.0% | $2,631-10.7% |
| Participant deferral / active EE | $4,707 | $6,636-29.1% | $7,997-41.1% | $4,212+11.8% |
| Admin fee / account holder | $3,489 | $8,568-59.3% | $13,435-74.0% | $7,344-52.5% |