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 | $51,537 | $58,828-12.4% | $77,999-33.9% | $62,891-18.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,095 | $1,672+145.0% | $2,470+65.8% | $2,281+79.5% |
| Participant deferral / active EE | $2,955 | $2,686+10.0% | $3,497-15.5% | $3,203-7.8% |
| Admin fee / account holder | $4,611 | $4,393+4.9% | $5,480-15.9% | $4,296+7.3% |