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 | $48,663 | $68,547-29.0% | $120,354-59.6% | $80,856-39.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.08% | 23.60%-11.5pp | 107.15%-95.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,374 | $2,051+64.5% | $3,463-2.6% | $2,755+22.5% |
| Participant deferral / active EE | $4,914 | $3,173+54.8% | $4,991-1.5% | $4,296+14.4% |
| Admin fee / account holder | $2,792 | $5,732-51.3% | $9,423-70.4% | $6,918-59.6% |