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 | $47,363 | $80,717-41.3% | $154,803-69.4% | $84,808-44.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.74% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,174 | $2,761-21.3% | $4,305-49.5% | $2,631-17.4% |
| Participant deferral / active EE | $3,801 | $3,303+15.1% | $5,540-31.4% | $4,212-9.7% |
| Admin fee / account holder | $2,292 | $6,746-66.0% | $14,329-84.0% | $7,344-68.8% |