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 | $54,478 | $48,230+13.0% | $67,502-19.3% | $80,856-32.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.76% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,026 | $2,020+0.3% | $2,731-25.8% | $2,755-26.5% |
| Participant deferral / active EE | $1,749 | $2,924-40.2% | $4,000-56.3% | $4,296-59.3% |
| Admin fee / account holder | $4,465 | $3,681+21.3% | $3,998+11.7% | $6,918-35.5% |