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 | $48,540 | $48,230+0.6% | $67,502-28.1% | $80,856-40.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.20% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,175 | $2,020+106.7% | $2,731+52.9% | $2,755+51.6% |
| Participant deferral / active EE | $3,998 | $2,924+36.7% | $4,000-0.1% | $4,296-6.9% |
| Admin fee / account holder | $1,208 | $3,681-67.2% | $3,998-69.8% | $6,918-82.5% |