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 | $57,443 | $77,813-26.2% | $123,544-53.5% | $64,186-10.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.50% | 12.48%-5.0pp | 119.20%-111.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,499 | $3,014-50.3% | $4,628-67.6% | $2,381-37.1% |
| Participant deferral / active EE | $3,725 | $5,240-28.9% | $6,426-42.0% | $3,470+7.4% |
| Admin fee / account holder | $1,317 | $5,519-76.1% | $9,284-85.8% | $4,888-73.1% |