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 | $50,332 | $58,828-14.4% | $77,999-35.5% | $62,891-20.0% |
| Participation rate | 98.4% | 71.1%+27.4pp | 75.5%+22.9pp | 69.3%+29.1pp |
| Annual return | 8.97% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,248 | $1,672+94.3% | $2,470+31.5% | $2,281+42.4% |
| Participant deferral / active EE | $2,784 | $2,686+3.7% | $3,497-20.4% | $3,203-13.1% |
| Admin fee / account holder | $710 | $4,393-83.8% | $5,480-87.0% | $4,296-83.5% |