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 | $50,647 | $80,968-37.4% | $96,544-47.5% | $75,163-32.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.25% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,929 | $2,282+72.2% | $2,965+32.5% | $2,670+47.2% |
| Participant deferral / active EE | $2,495 | $3,928-36.5% | $4,851-48.6% | $4,125-39.5% |
| Admin fee / account holder | $7,750 | $6,724+15.3% | $8,252-6.1% | $5,651+37.2% |