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 | $49,295 | $52,681-6.4% | $75,781-35.0% | $59,632-17.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.68% | 2.95%-5.6pp | 9.68%-12.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,923 | $2,193-12.3% | $3,323-42.1% | $2,203-12.7% |
| Participant deferral / active EE | $1,446 | $2,591-44.2% | $3,651-60.4% | $3,192-54.7% |
| Admin fee / account holder | $1,552 | $3,610-57.0% | $5,299-70.7% | $4,297-63.9% |