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 | $49,126 | $81,460-39.7% | $103,333-52.5% | $80,856-39.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.47% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,189 | $3,105+2.7% | $3,868-17.6% | $2,755+15.8% |
| Participant deferral / active EE | $6,224 | $3,869+60.9% | $5,057+23.1% | $4,296+44.9% |
| Admin fee / account holder | $5,868 | $6,566-10.6% | $8,355-29.8% | $6,918-15.2% |