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 | $50,429 | $95,803-47.4% | $113,168-55.4% | $84,808-40.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.79% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,019 | $2,360-14.5% | $2,975-32.1% | $2,631-23.3% |
| Participant deferral / active EE | $4,688 | $4,242+10.5% | $5,107-8.2% | $4,212+11.3% |
| Admin fee / account holder | $1,964 | $8,989-78.1% | $12,068-83.7% | $7,344-73.3% |