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 | $48,363 | $77,634-37.7% | $156,549-69.1% | $62,891-23.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.76% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,537 | $3,444+60.8% | $5,501+0.7% | $2,281+142.8% |
| Participant deferral / active EE | $1,871 | $3,045-38.6% | $4,871-61.6% | $3,203-41.6% |
| Admin fee / account holder | $373 | $5,561-93.3% | $13,027-97.1% | $4,296-91.3% |