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 | $49,518 | $46,869+5.7% | $122,332-59.5% | $70,131-29.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.12% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,980 | $1,288+131.4% | $4,050-26.4% | $2,342+27.2% |
| Participant deferral / active EE | $3,289 | $2,166+51.8% | $3,287+0.1% | $3,332-1.3% |
| Admin fee / account holder | $532 | $3,322-84.0% | $5,478-90.3% | $4,645-88.5% |