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 | $50,231 | $91,552-45.1% | $133,956-62.5% | $79,858-37.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.96% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,027 | $2,384+27.0% | $3,919-22.8% | $2,471+22.5% |
| Participant deferral / active EE | $1,947 | $3,733-47.8% | $5,048-61.4% | $3,740-47.9% |
| Admin fee / account holder | $1,407 | $6,321-77.7% | $8,927-84.2% | $5,306-73.5% |