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 | $51,491 | $93,571-45.0% | $135,903-62.1% | $75,163-31.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.54% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,824 | $3,537+64.7% | $4,856+19.9% | $2,670+118.1% |
| Participant deferral / active EE | $6,262 | $6,404-2.2% | $7,758-19.3% | $4,125+51.8% |
| Admin fee / account holder | $1,530 | $6,975-78.1% | $10,762-85.8% | $5,651-72.9% |