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 | $47,386 | $99,985-52.6% | $146,665-67.7% | $85,850-44.8% |
| Participation rate | 72.5% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.2pp |
| Annual return | 14.25% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,554 | $2,559-0.2% | $4,136-38.3% | $2,565-0.4% |
| Participant deferral / active EE | $5,549 | $4,006+38.5% | $5,506+0.8% | $3,952+40.4% |
| Admin fee / account holder | $2,210 | $7,702-71.3% | $10,280-78.5% | $6,260-64.7% |