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 | $48,845 | $109,359-55.3% | $162,163-69.9% | $72,985-33.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.23% | 25.46%+1.8pp | 115.59%-88.4pp | 81.00%-53.8pp |
| Employer contribution / active EE | $2,923 | $3,907-25.2% | $5,614-47.9% | $2,440+19.8% |
| Participant deferral / active EE | $2,599 | $5,481-52.6% | $7,298-64.4% | $3,607-27.9% |
| Admin fee / account holder | $2,645 | $7,972-66.8% | $10,843-75.6% | $5,124-48.4% |