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 | $50,034 | $80,968-38.2% | $96,544-48.2% | $75,163-33.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.01% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $2,965-31.1% | $2,670-23.4% |
| Participant deferral / active EE | $3,098 | $3,928-21.1% | $4,851-36.1% | $4,125-24.9% |
| Admin fee / account holder | $4,940 | $6,724-26.5% | $8,252-40.1% | $5,651-12.6% |