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 | $49,971 | $109,881-54.5% | $150,045-66.7% | $84,808-41.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,403 | $3,561-32.5% | $4,693-48.8% | $2,631-8.6% |
| Participant deferral / active EE | $7,085 | $6,636+6.8% | $7,997-11.4% | $4,212+68.2% |
| Admin fee / account holder | $7,259 | $8,568-15.3% | $13,435-46.0% | $7,344-1.2% |