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 | $51,526 | $58,828-12.4% | $77,999-33.9% | $62,891-18.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.05% | 17.16%-5.1pp | 425.96%-413.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,514 | $1,672-9.4% | $2,470-38.7% | $2,281-33.6% |
| Participant deferral / active EE | $3,150 | $2,686+17.3% | $3,497-9.9% | $3,203-1.7% |
| Admin fee / account holder | $5,164 | $4,393+17.5% | $5,480-5.8% | $4,296+20.2% |