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 | $50,440 | $77,813-35.2% | $123,544-59.2% | $64,186-21.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.40% | 12.48%-10.1pp | 119.20%-116.8pp | 7.63%-5.2pp |
| Employer contribution / active EE | $3,390 | $3,014+12.5% | $4,628-26.7% | $2,381+42.4% |
| Participant deferral / active EE | $5,199 | $5,240-0.8% | $6,426-19.1% | $3,470+49.9% |
| Admin fee / account holder | $5,982 | $5,519+8.4% | $9,284-35.6% | $4,888+22.4% |