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 | $48,101 | $80,673-40.4% | $101,326-52.5% | $84,808-43.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.53% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,770 | $2,698+39.7% | $3,665+2.9% | $2,631+43.3% |
| Participant deferral / active EE | $7,665 | $6,840+12.0% | $7,994-4.1% | $4,212+82.0% |
| Admin fee / account holder | $31,316 | $12,784+145.0% | $11,185+180.0% | $7,344+326.4% |