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 | $47,027 | $87,841-46.5% | $133,980-64.9% | $62,891-25.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.52% | 12.05%-2.5pp | 29.30%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,452 | $3,483-29.6% | $5,211-52.9% | $2,281+7.5% |
| Participant deferral / active EE | $2,821 | $4,812-41.4% | $6,282-55.1% | $3,203-11.9% |
| Admin fee / account holder | $1,801 | $5,371-66.5% | $9,324-80.7% | $4,296-58.1% |