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 | $50,496 | $57,828-12.7% | $117,039-56.9% | $70,131-28.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.66% | 17.55%-0.9pp | 18.95%-2.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,744 | $1,816+51.1% | $3,785-27.5% | $2,342+17.1% |
| Participant deferral / active EE | $2,055 | $2,438-15.7% | $3,929-47.7% | $3,332-38.3% |
| Admin fee / account holder | $1,603 | $3,548-54.8% | $5,974-73.2% | $4,645-65.5% |