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 | $52,624 | $81,248-35.2% | $155,509-66.2% | $80,856-34.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.72% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,932 | $3,100+26.8% | $4,672-15.8% | $2,755+42.7% |
| Participant deferral / active EE | $5,364 | $3,452+55.4% | $5,626-4.7% | $4,296+24.9% |
| Admin fee / account holder | $2,980 | $7,997-62.7% | $15,912-81.3% | $6,918-56.9% |