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 | $50,380 | $109,881-54.2% | $150,045-66.4% | $84,808-40.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,574 | $3,561-55.8% | $4,693-66.5% | $2,631-40.2% |
| Participant deferral / active EE | $7,476 | $6,636+12.7% | $7,997-6.5% | $4,212+77.5% |
| Admin fee / account holder | $6,651 | $8,568-22.4% | $13,435-50.5% | $7,344-9.4% |