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 | $48,957 | $85,202-42.5% | $172,739-71.7% | $72,985-32.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.13% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,355 | $3,324+0.9% | $5,143-34.8% | $2,440+37.5% |
| Participant deferral / active EE | $2,251 | $3,260-31.0% | $5,198-56.7% | $3,607-37.6% |
| Admin fee / account holder | $6,101 | $5,884+3.7% | $13,954-56.3% | $5,124+19.1% |