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 | $49,559 | $79,944-38.0% | $98,439-49.7% | $75,163-34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.01% | 19.75%-6.7pp | 21.16%-8.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,395 | $2,264-38.4% | $3,048-54.2% | $2,670-47.7% |
| Participant deferral / active EE | $2,661 | $3,752-29.1% | $4,738-43.8% | $4,125-35.5% |
| Admin fee / account holder | $3,005 | $6,840-56.1% | $8,948-66.4% | $5,651-46.8% |