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 | $50,265 | $91,190-44.9% | $178,490-71.8% | $79,858-37.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.21% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,720 | $3,256-16.5% | $5,011-45.7% | $2,471+10.1% |
| Participant deferral / active EE | $3,274 | $3,236+1.2% | $5,202-37.1% | $3,740-12.5% |
| Admin fee / account holder | $3,853 | $6,751-42.9% | $13,984-72.4% | $5,306-27.4% |