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 | $47,861 | $85,766-44.2% | $136,294-64.9% | $70,131-31.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.51% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,997 | $2,966+102.2% | $4,695+27.7% | $2,342+156.0% |
| Participant deferral / active EE | $3,096 | $5,051-38.7% | $6,247-50.4% | $3,332-7.1% |
| Admin fee / account holder | $5,443 | $5,420+0.4% | $9,243-41.1% | $4,645+17.2% |