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 | $53,492 | $109,881-51.3% | $150,045-64.3% | $84,808-36.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.53% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $5,067 | $3,561+42.3% | $4,693+8.0% | $2,631+92.6% |
| Participant deferral / active EE | $5,152 | $6,636-22.4% | $7,997-35.6% | $4,212+22.3% |
| Admin fee / account holder | $1,826 | $8,568-78.7% | $13,435-86.4% | $7,344-75.1% |