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 | $50,076 | $197,825-74.7% | $155,790-67.9% | $125,391-60.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.46% | 86.74%-85.3pp | 71.54%-70.1pp | 282.22%-280.8pp |
| Employer contribution / active EE | $3,935 | $4,847-18.8% | $3,836+2.6% | $4,866-19.1% |
| Participant deferral / active EE | $5,637 | $5,630+0.1% | $4,797+17.5% | $5,352+5.3% |
| Admin fee / account holder | $1,843 | $9,545-80.7% | $7,478-75.4% | $9,540-80.7% |